Cook: Sunriver's proprietary sentiment tracker hit record highs across both books
Will Cook · Will Cook - Sunriver Management (Manager Meetings, EP.22) · Dec 2, 2021 · at 51:47
Will Cook, founder of Sunriver Management, discusses portfolio opportunity metrics across the fund's long and short holdings.
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“The short book right now actually has the highest sentiment tracker it's ever had. So it's an unusual setup for us. Usually you have one side of the book with Really good sentiment tracker on the other side, not so good. You know, today we actually have high sentiment tracker on both sides of the book, which is an unusual setup for us and I think is encouraging.”
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