What's Your Edge?

We consider ourselves to be concentrated managers. We are active on long term call options, you know, where we have a high degree of conviction in our view and where there's a really attractive scu. If we're right on the stock, you can make and it's up, call it 50 to a hundred percent,. You can make four to five times in the option. That's mostly illegal. With ragasti, we and especially in this day and age where there's so much information and it's priced instantaniously with with algarithmic trading. And so we want to be crisp and clear on what is our edge.

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