Published May 29, 2023

[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

Adam Blitz, CEO of Evanston Capital Management, delves into the evolving dynamics of hedge funds, focusing on risk management, strategic asset allocation, and the complexities of manager selection, while providing insights into future industry trends and investment strategy challenges.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

Topics covered

Popular Clips

Manager Selection Insights

Learning from Mistakes

Investment Decision Dynamics

Risk and Diversification

Decision-Making Dynamics

Skill in Investing

Hedge Fund Journey

Career Insights

Passion and Edge

Data and Manager Selection

Hedge Funds Outlook

Portfolio Construction Insights

Manager Selection Strategy

Hedge Fund Liquidity Risks

Investment Strategy Insights

Episode Highlights

Market Evolution

Portfolio Construction

Risk Management

Manager Selection

Related Episodes

Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

Deep Dive into Hedge Funds (Capital Allocators, EP.34)

Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)

[REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)

REPLAY - Ted Seides - Deep Dive into Hedge Funds (Capital Allocators, EP.34)

[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)

[REPLAY] Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)

[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)

[REPLAY] Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)

[REPLAY] Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)

[REPLAY] Mark Baumgartner – Luck, Risk and Uncertainty as CIO for the Institute for Advanced Study (Capital Allocators, EP.77)

[REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)

The Bet with Buffett (Capital Allocators, EP.05)

[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

Topics covered

Popular Clips

Episode Highlights

Market EvolutionAdam Blitz, CEO of Evanston Capital Management, discusses the evolution and future outlook of hedge funds. He highlights the shift from return enhancement to risk management and explores potential scenarios for the industry's trajectory.

Market Evolution

Portfolio ConstructionAdam Blitz provides a comprehensive look into hedge fund portfolio construction, emphasizing the importance of strategic asset allocation and manager expertise. He shares insights on the role of long short equity and the evolving landscape of investment strategies.

Portfolio Construction

Risk ManagementAdam Blitz explores the intricacies of liquidity and volatility risks in hedge fund management. He highlights the potential pitfalls of asset-liability mismatches and the challenges posed by low market volatility.

Risk Management

Manager SelectionAdam Blitz, CEO of Evanston Capital Management, shares insights into hedge fund manager selection and decision-making processes. He highlights the importance of passion, a sustainable edge, and collaborative decision-making in achieving investment success.

Manager Selection

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