look-through position sizing

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 11, 2021 by Craig Bergstrom · across every show →

Everything said about look-through position sizing, oldest first

Nov 11, 2021 neutral
Disclosure
Bergstrom: Corbin Capital caps look-through single security risk at 100 basis points
“Everything that we do has a pretty strong look through to underlying position sizing. So we are willing to take a hundred basis point look through security level risk. We certainly routinely want to carry 40 or 50 basis point look through single security risk.”
Craig Bergstrom Nov 11, 2021 ▶ 10:02 Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
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