Novus

includes Novus 5000, Novus Crowdedness Index

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 5, 2018 by Basil Qunibi · said 4 times in 2 episodes since 2018 · across every show →

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brought up most by Basil Qunibi (2), Ted Seides (1), Cameron Hight (1)

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2018 4 mentions in 2 episodes 2 per episode

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Everything said about Novus, oldest first

Mar 5, 2018 neutral
Assertion Supported
Hedge fund rolling three-year performance periods have a -0.15 correlation
“To give you a statistic, rolling three-year performance periods for hedge funds, correlation between different rolling three-year periods is about -.15.”
Basil Qunibi Mar 5, 2018 ▶ 31:18 Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
Mar 5, 2018
Insight
Sample size predicts manager performance persistence better than time periods
“And so when I think about persistence, I think about it in terms of N, not in terms of T. So I think about number of observations as being a more important predictor of what will happen in the future than whether or not there's consistency in T.”
Basil Qunibi Mar 5, 2018 ▶ 34:04 Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
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