Liow: Aravt Global spends under a third of research time generating short alpha
Yen Liow · Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188) · Apr 12, 2021 · at 39:40
Yen Liow explains how Aravt Global manages team time allocation between long-term compounders and short selling.
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“Us as an institution, we would spend less than a third of our time short selling less than a third. And we can sustain five to 800 basis points a short alpha by doing that because we've built up seven years of inventory.”
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