long short equity managers
also referred to as: long/short equity managers
4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Feb 24, 2020 by Doug Phillips · across every show →
Everything said about long short equity managers, oldest first
Feb 24, 2020 neutral
Sep 27, 2021 bullish
Barth: BBR Pays Far Below Rack-Rate Fees for Small Long/Short Managers
“Because it's been such an unloved asset class, we don't pay anywhere near rack rate fees. It's smaller managers. For us with families, it's also managers who've been much more focused on tax efficiency, and so our ability to generate really attractive After fe…”
Sep 19, 2022 bearish
May 29, 2023 negative
Blitz: Low gross and net exposures destroy hedge fund returns after fees
“A lot of long short equity managers actually run at too low of an exposure, both gross and net exposure, and you need such a tremendous amount of stock picking alpha to overcome that cash drag, to overcome the fees that they charge in order to generate somethi…”