Cook: Doing the opposite of sell-side recommendations predicts future alpha generation
Will Cook · Will Cook - Sunriver Management (Manager Meetings, EP.22) · Dec 2, 2021 · at 37:37
Will Cook, founder of hedge fund Sunriver Management, explains why tracking sell-side analyst sentiment as a contrarian indicator aids portfolio decision-making.
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“You kind of want to do the opposite of what the sell side tells you to do in our business, and it can actually be a very powerful predictive tool for future alpha generation.”
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