long-short equity hedge funds
also referred to as: long short equity hedge funds · long/short equity hedge funds
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Oct 21, 2019 by Ana Marshall · across every show →
Everything said about long-short equity hedge funds, oldest first
Oct 21, 2019 bearish
Marshall: Hewlett exited long/short equity over paying 2-and-20 for beta
“What we decided is we can short cheaper than a hedge fund just based on our balance sheet if we ever wanted to. So why are we paying two and 20 to have somebody short beta for us? Why don't we just hire the best stock pickers on the planet? And then we can fig…”
Jun 3, 2024 positive
Fink: Hedge fund managers differentiate themselves by responding thoughtfully to bear cases
“Where you really figure out who's got that something extra is when you feed back to them the bear case and say, well, okay, you said this is positive, but what about this risk and what about that risk? And how they respond to those risks, whether they thought …”
Oct 28, 2024 bearish