hedge fund world

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Sep 21, 2020 by Sir Paul Marshall · across every show →

Everything said about hedge fund world, oldest first

Sep 21, 2020 negative
Insight
Paul Marshall: Sole-owner hedge funds fail because nobody challenges the founder
“You also have the problem that in the hedge fund world, A lot of firms are a hundred percent owned by one person, and that compounds it so you get culture where there isn't enough challenge, there isn't enough, not enough people willing to contradict. The foun…”
Sir Paul Marshall Sep 21, 2020 ▶ 42:54 Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
Sep 15, 2025 bearish
Opinion
Meli: Heavy capital inflows and high fees will depress LBO returns
“In the same way the hedge fund world was a great opportunity set 25 years ago, but the fees came in, too high of fees and too much capital, the LBO world had a great opportunity set too. They had less capital there, they had lower multiples, and rates came dow…”
Adrian Meli Sep 15, 2025 ▶ 52:31 Adrian Meli – Active Equity Excellence at Eagle (EP.459)
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