quant fund

also referred to as: quant funds

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 11, 2023 by Richard Craib · across every show →

Everything said about quant fund, 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)
Sep 22, 2025 bullish
Disclosure
Wagner: Finepoint buys Asian derivatives at 80% discount due to pod shorting
“So we actually have recently found a derivative in an Asian market That we're buying for 10 to 20% of what we think it's worth, so 80 to 90% discount, and it's solely the result of the fact that there's a market in Asia that has such a large demand to be short…”
Herb Wagner Sep 22, 2025 ▶ 57:23 Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
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