
Will Cook - Sunriver Management (Manager Meetings, EP.22)
Capital Allocators – Inside the Institutional Investment Industry
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Intro
This chapter explores the intricacies of long-short equity investing, focusing on the selection process of a specific management firm. It emphasizes the pursuit of alpha in both long and short positions and examines the role of thorough research in Sunriver Management's investment strategies and client portfolio integration.
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Transcript


