The Importance of Positioning

George Livadas stopped by The Business Brew to discuss his background, investing framework, and investment strategy.  George is the founder and CIO of Upslope Capital Management.  Bill really likes how George looks at the world.  You can find George's work at https://www.upslopecapital.com/.

 

George's portfolio tends to be focused on industries he covered in the past.  Bill was curious to discuss how George thinks of his gross exposure (long exposure minus short exposure) and whether shorting has been, and will be, a good idea in the future.  A reason for Bill's interest in long/short strategies is thinking about whether long/short strategies are a better method of diversification relative to the traditional 60/40 stock/bond allocation.

 

In this conversation George talks about his investment theories, position sizing, how he sees risk/reward, and much more.  The Business Brew is happy to feature him this week.  

 

You can follow Upslope Capital on Twitter at @UpslopeCapital.