non-US long/short equity

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 27, 2021 by Casey Whalen · across every show →

Everything said about non-US long/short equity, oldest first

Sep 27, 2021 bullish
Disclosure
Whalen: Migrated Long/Short Equity Portfolio Almost Entirely to Non-US Markets
“We decided probably five years ago to start migrating the whole portfolio with the exception of maybe one manager to non U S just with this idea again, that people kind of looked at us a little weird, but we said just inefficiency, where is it less efficient?”
Casey Whalen Sep 27, 2021 ▶ 32:44 Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
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