PE funds

also referred to as: pe fund

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 11, 2023 by Richard Craib · across every show →

Everything said about PE funds, oldest first

May 11, 2023 negative
Opinion
Craib: High PE returns require less skill than market-neutral quant investing
“If a PE fund makes 40% in a single year because they were actually holding positions that were two times market beta and the market went up, That doesn't have anything close to the investment skill of a quant fund that's making money kind of out of nothing by …”
Richard Craib May 11, 2023 ▶ 45:14 Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
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