Patient Capital Advantage
Todd discusses the unique position of having patient capital, contrasting it with the pressures faced by traditional hedge funds that must report returns frequently. He highlights the flexibility this affords in taking calculated risks, such as significant insurance bets, while maintaining a direct line of communication with investors who understand and support these strategies. This approach allows for a more nuanced and confident investment strategy, driven by informed decision-making.In this clip
From this podcast

Capital Allocators – Inside the Institutional Investment Industry
Todd Simkin - Game of Trading at Susquehanna (EP.399)
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