Ricky Sandler
14 statements across 1 episodes · 2 bullish · 6 bearish · 1 people on the record · first statement Oct 28, 2024 by Ricky Sandler · said 3 times in 1 episodes since 2024 · across every show →
On the record as a speaker too: Ricky Sandler's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Ted Seides (3)
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2024 3 mentions in 1 episode
Everything said about Ricky Sandler, oldest first
Oct 28, 2024 negative
Sandler: Co-equal hedge fund partnerships fail due to strong investor egos
“Co-equal partnerships in this business are really hard. I think that this business attracts very strong personalities, people that have strong opinions, willing to debate them, but probably not willing to compromise on them a lot, and so we battled a bunch on …”
Oct 28, 2024 neutral
Sandler: Eminence allocates 70% to long strategies and 30% to hedge fund
“Today, only 30% of our assets are in our hedge fund. 70% are in long-oriented products, a long fund, And a one 50 by 50 fund, which is a long replacement, portable alpha, alpha extension, but it's a hundred percent net long, it's competing with the market.”
Oct 28, 2024 negative
Sandler: Collaborative funds beat joining platforms or launching solo firms
“They have to realize that they're good investors, but they could be great inside of this system, and therefore, a solid piece of this pie is better than signing up to live and die by every other own decision, let's say if you went to a platform, or having to b…”
Oct 28, 2024 negative
Oct 28, 2024 bearish
Oct 28, 2024
Sandler: 1998 market dislocation prompted rigorous short selling approach at Eminence
“That feeling of not being able to be offensive when things are dislocated was something that caused me when I transitioned from fusion into eminence was a big part of what set my foundation for much more of a proactive and rigorous short selling approach.”
Oct 28, 2024
Sandler: Multi-Year Reviews Are Necessary to Accurately Diagnose Investment Mistakes
“And at the end of the year, everybody goes back and looks at their winners and losers and tries to learn from them. And what I started to do is look at the last three years. Because oftentimes, in the moment, you bought a stock, it disappointed, it went down, …”
Oct 28, 2024 neutral
Oct 28, 2024 negative
Sandler: Business-and-Investor Hedge Fund Partnerships Fail Over Perceived Value
“Either two stock pickers like us, who maybe didn't always see eye to eye on investments, or the kind that maybe lasted a little bit longer, but ultimately broke up also, which was the business guy and the stock guy, or gal in this case. And those also didn't e…”
Oct 28, 2024 positive
Oct 28, 2024 positive
Sandler: Eminence gained early edge by screening accounting pressures
“And this was still the early days before people were ripping through 10 queues, before accounting services were out there, before CFRA, and I think that we identified an ability to screen for pressures in accounting that provided an early window into doing som…”
Oct 28, 2024 negative
Sandler: Emotional stress makes investors incapable of making unemotional decisions
“Ultimately, the thing we want to try to do is remove emotion from investing, and so if you put somebody under emotional stress for making a bad stock pick, or for the way a stock is behaving, What's the likelihood that that person's going to be able to make an…”
Oct 28, 2024 neutral
Oct 28, 2024
Sandler: Eminence was founded on a 120% long and 80% short model
“As an investor, I wanted to build what I thought was a classic Jones model hedge fund approach. True long short, more moderate long short ratio, spending significant amounts of time on alpha generating single stock shorts. That model of a 120 long by 80 short …”