Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
Capital Allocators – Inside the Institutional Investment Industry
Investment Strategies in Long-Short Equity
This chapter explores investment strategies in long-short equity, emphasizing opportunities in non-US markets like Europe and Asia. The speakers discuss the challenges and successes of various managers during volatile periods, particularly during the COVID-19 pandemic, highlighting the importance of adaptability and qualitative measures. Through real-world examples, the chapter illustrates how a disciplined approach and effective partnerships can lead to enhanced investment returns.
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