single managers
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 managers, oldest first
Jan 15, 2024 negative
Michelakis: L/S Funds Lacking Short Alpha Are Diluted Long-Only Managers
“If you're running a one 50 gross long short fund, and you've got good long alpha, but no short alpha, and you end up with one 50 50, what I mean is one 50 gross, 50 net exposure, that means you're a hundred long, so you're a long manager on that side of the ba…”