Game Selection Insights
Yen emphasizes the critical importance of game selection in investment strategy, asserting that directing talent toward inefficient markets is essential for success. He reflects on his transformative shift from variant perception to focusing on unfair fights, a decision that significantly altered his firm's approach. The discussion also highlights the evolution of the long short equity landscape post-GFC, underscoring the need for adaptability in response to market changes.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
#4: Yen Liow – The Quest for the Right Tail at Aravt Global, EP.188
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