Fagan: Allocators who feel comfortable with leverage are doing something wrong
Dan Fagan · Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318) · May 29, 2023 · at 39:23
Dan Fagan responds to Ted Seides about managing left-tail leverage risk when allocating to platform hedge funds.
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“I honestly don't think you're ever comfortable with that. If you're comfortable with leverage, you are doing something wrong.”
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