long only business
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 15, 2024 by George Mikulakis · across every show →
Everything said about long only business, oldest first
Jan 15, 2024 negative
Michelakis: Expanding long-short funds into long-only risks cultural dilution
“I worry about cultural dilution. I think long short is a very specific performance oriented business, where you have to be watching what are the great things that I want to be long, and where's the trouble, and what are the bad things happening where I want to…”