Skill in Investing
Adam emphasizes the importance of identifying skill within investment strategies, particularly favoring smaller managers in long short equity for their sector expertise. He notes that while real estate may seem mundane, it offers significant alpha opportunities. In contrast, larger managers are preferred for distressed debt due to their experience and infrastructure, highlighting the need for a sustainable edge in investment approaches.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
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