Steve Cohen’s top lieutenant on training good portfolio managers, reinventing the culture at SAC Capital (the real-life “Billions”) and how hedge funds can create more alpha in volatile markets w/ Perry Boyle
Decoded with Ryan Pallotta
00:00
The Secret of a Successful Long Short Portfolio Manager
Steve was never stuck in a position. He just get out because he had a bunch of other great ideas. Idea generation and idea velocity is a critically important skill for a long short tight net portfolio manager. The CoCIO at.72 now is a guy named Harry Schwaifel. And this was really important to him and running his portfolios, keeping the book high graded.
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