Hedging Strategies Explained
Jon emphasizes the importance of incorporating hedged positions within a portfolio to navigate market volatility. He highlights the challenge of finding skilled short-side managers and the necessity of underperformance during bullish markets, while underscoring the long-term benefits of hedging against significant losses. The conversation reveals the critical balance between risk management and the pursuit of alpha in today's investment landscape.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
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