Active Share Insights
The discussion highlights the complexities of active share and its implications for investment fees, emphasizing the discrepancy between stated management fees and the actual costs incurred by investors. The paradox of skill is also explored, revealing a troubling trend where lower relative skill among managers coincides with rising fees, potentially leading to a market reckoning as investors reassess the value they receive from hedge funds.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
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