single manager construct

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 15, 2024 by George Mikulakis · across every show →

Everything said about single manager construct, oldest first

Jan 15, 2024 negative
Opinion
Michelakis: Single-Manager Equity Funds Resist Rigorous Performance Measurement
“I'd say data is something that people struggle with. Embracing data seems to be a challenge, at least in the long, short equity space. I'm sure I'll hear a lot of people say, no, that's not true, because they scrape data. But it's as simple as, okay, you keep …”
George Mikulakis Jan 15, 2024 ▶ 17:19 George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
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