Investment Strategy Insights
Adam discusses the delicate balance of sticking with struggling managers versus recognizing when to exit. He emphasizes the importance of investing in new managers after challenging periods, rather than chasing performance. Additionally, he highlights the potential for long short equity managers to find significant opportunities amidst the noise of passive investing, while acknowledging the accompanying increase in volatility.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
Related Questions