long-only managers

also referred to as: long only manager · long only managers

4 statements across 3 episodes · 3 bullish · 1 bearish · 3 people on the record · first statement May 30, 2017 by Jeffrey Solomon · across every show →

Everything said about long-only managers, oldest first

May 30, 2017 bearish

Prediction Not checkable as stated

Solomon: Long-only closet indexers will get killed over fee structures

“But if you're a long only manager in your closet indexing, you're going to get killed. You know, just, you can't possibly justify your fee structure.”

Jeffrey Solomon May 30, 2017 ▶ 23:58 Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)

Nov 18, 2024 positive

Insight

Glidden: Unconstrained Hedge Funds Surpass Benchmarks Easier Than Long-Only

“The idea here is that unconstrained talented hedge fund managers have a better chance of beating a risk-free rate than highly constrained long only managers have the probability of beating a benchmark.”

Jon Glidden Nov 18, 2024 ▶ 28:08 Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)

Nov 10, 2025 bullish

Opinion

Ripley: Well-Curated Long-Only Portfolios Can and Should Outperform Global Stocks

“My personal view is that's a mistake. Over time, a well-curated portfolio of long-only managers can and should be able to outperform global stocks.”

Jay Ripley Nov 10, 2025 ▶ 54:34 Jay Ripley – Emerging Manager Selection at GEM (EP.470)

Nov 10, 2025 positive

Disclosure

Ripley: GEM Allocates to Concentrated Long-Only Managers Holding 5 to 25 Stocks

“And most of the long only managers that we invest with are going to have a fairly concentrated portfolio of fundamentally driven investment decisions. Call it maybe as low as five or six and up to maybe 20 or 25 kind of thing.”

Jay Ripley Nov 10, 2025 ▶ 53:36 Jay Ripley – Emerging Manager Selection at GEM (EP.470)

long-only managers

Everything said about long-only managers, oldest first

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