Investment Strategy Insights
Adam emphasizes the importance of identifying skill within various investment strategies, highlighting a preference for smaller managers with deep sector expertise in long short equity. He contrasts this with distressed debt, where larger managers with robust infrastructure and experience through multiple credit cycles are favored. The discussion also touches on the need for a sustainable edge in manager selection, rather than relying solely on leveraged returns.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
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