Sir Paul Marshall
5 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 21, 2020 by Sir Paul Marshall · across every show →
On the record as a speaker too: Sir Paul Marshall's record, appearances and statements → this page counts the times other people say the name.
Everything said about Sir Paul Marshall, oldest first
Sep 21, 2020
Paul Marshall's biggest career mistake was getting wiped out on 1991 oil
“So my biggest mistake was in 1991, the first Gulf War. Saddam invaded Kuwait in August 1990. And then the U S invasion was until January, 91. And I got bared up on, on the oil price. I thought it was going to go up further and was very long oil, oil stocks and…”
Sep 21, 2020
Sep 21, 2020
Marshall: Marshall Wace optimizes portfolio construction and capital allocation to alpha, not returns
“The thing you're optimizing is not a return objective. It's an alpha objective. So it's the performance of those ideas against whatever the benchmark is. And you create information ratios and risk manage around the alpha. And for our managers, it's actually th…”
Sep 21, 2020 positive
Success ratios between 50% and 60% prove skill is statistically persistent
“If you begin to see that the individual not only Consistently delivers alpha, but their success ratio is consistently between 50 and 60%, so they're consistently getting it more right than wrong. There's a skew in there, and then you can look at how that works…”