Corre: Giant position sizes force funds to miss lucrative smaller alpha
Isaac Corre · Isaac Corre – Event-Driven Investing at Governors Lane (EP.344) · Oct 16, 2023 · at 12:23
Isaac Corre, founder of Governors Lane, discusses how managing large capital bases restricts hedge funds from participating in smaller mid-cap and micro-cap event-driven trades.
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“So if you're looking for a 102 hundred million dollar positions, you're really missing out on some really interesting opportunities. And I used to complain that we can't bend down to pick up five million dollars. And sometimes when you bend down to pick up five million dollars, you find 10. There's a lot of really good alpha opportunities there.”
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