Fink: Long/short equity pitchbooks look identical until you probe granular stock details
Anne-Marie Fink · Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389) · Jun 3, 2024 · at 14:14
Anne-Marie Fink (SWIB) discusses how allocator diligence requires probing single-stock thesis details rather than relying on generic hedge fund presentation decks.
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“If you look at, particularly in the long, short equity space, if you look at everybody's book, the first four or five pages look exactly the same. We know our stocks better than anybody else, blah, blah. It's when you get into the details, you can really figure it out.”
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