long-only strategy
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 22, 2026 by Nick Rohatyn · across every show →
Everything said about long-only strategy, oldest first
Jan 22, 2026 negative
EM hedge funds have huge long biases, lower liquidity, and high fees
“Emerging market hedge funds typically have a huge long bias. They're less liquid and they have higher fees. That is not logical as an investor. Why am I paying all this extra in terms of liquidity and fee for something that is essentially a long-only strategy?”