Manager Selection Strategy
The discussion highlights the importance of selecting exceptional managers over trying to fit them into preconceived market views. Emphasizing a bottom-up approach, the focus is on identifying talent with a sustainable edge, while tactical opportunities, like distressed debt, are approached with caution based on market conditions. The conversation underscores the balance between confidence in manager selection and the need for tactical adjustments in varying economic environments.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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