Sunriver Management, every mention

Will Cook - Sunriver Management (Manager Meetings, EP.22) Dec 2, 2021 · 29 mentions

• ▶ 4:49 Ted Seides Will is the portfolio manager at Sunriver Management, a fundamental long-short equity investment firm he founded in 2014 after a long tenure at Ziff Brothers Investments. 3 times in the scene
• ▶ 8:37 Ben Cooper And not only who he partnered with initially, because we were early stage, we weren't day one with the Sun River guys, we came a little bit later, but we felt that Will had really thought about things and perhaps gone a different route to… 4 times in the scene
• ▶ 16:47 Will Cook At Sunriver today. 3 times in the scene
• ▶ 18:46 Ben Cooper How did you go about establishing the culture at Sun River? 3 times in the scene
• ▶ 22:29 Ben Cooper So maybe then switching gears, let's talk about Sun River's niche. 2 times in the scene
• ▶ 27:04 Will Cook And then I can now go look over history, both as if, and then in our seven and a half years at Sun River.
• ▶ 28:51 Ben Cooper And when I think about differentiation when it comes to Sun River, one of the things that always is towards the top of my list is the short side.
• ▶ 42:35 Ben Cooper And having run money at Sun River for this amount of time, there's a lot of data that you're able to look at in terms of historical positions that you've been involved in.
• ▶ 53:20 Ben Cooper And taking a step back then, Will, as you reflect back on what you've achieved to date at Sunriver, what do you wish that you knew when you started the firm? 10 times in the scene
• ▶ 56:10 Ben Cooper And when you look ahead, how do you define success for Sunriver going forward?