The Ledger
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why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Cooper: Fund managers who consistently generate short alpha are exceptionally rare
“We have a real focus on alpha, and we want to see managers able to produce alpha on both the long and the short side, and I think a lot of managers that we come across are very adept, consistent at generating long alpha. But those that can really generate shor…”
Cooper: Short selling requires more market sentiment feel than long investing
“Shorting is not just a mirror image of the long side. There are other things that need to be considered. And I think one important area is the kind of sentiment market feel, which I think you need more on the short side than perhaps you maybe do on the long si…”