multi-manager hedge funds

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 2, 2023 by Dmitry Balyasny · across every show →

Everything said about multi-manager hedge funds, oldest first

Oct 2, 2023 neutral
Insight
Overcrowded trading strategies rapidly shift talent from overbid to unbid
“If you have a strategy that's done well, and everybody's making money in that strategy, the talent in that strategy tends to get bid up. Then more people build teams in that area, more people overpay for the cost of building those teams, more capital gets depl…”
Dmitry Balyasny Oct 2, 2023 ▶ 1:10:08 Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)
Jun 3, 2024 positive
Opinion
Fink: Managers leaving pod shops no longer face negative selection bias
“Part of the reason that we did a separately managed account platform now and not in the past is we feel like now that there's not negative selection bias on the talent. So what we're finding is there's a lot of folks who are high quality managers often worked …”
Anne-Marie Fink Jun 3, 2024 ▶ 46:20 Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
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