Dan Zwirn, Arena Investors - A Stoic Approach to Investing | #382
The Meb Faber Show - Better Investing
Arena Investors: A Global Chaser of Illiquidity
Arena Investors is closing in on $3 billion assets under management. It has a global network, global enterprise where it looks at virtually every permutation of industry product and geography. We have no priori view on things because we're not motivated to sell a particular thing. "We just say we like to do with things that make sense and avoid those that don't"
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