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
How Do You Get Better Results From Your Portfolio Manager?
I didn't see my role as telling everybody how to do it perfectly. It was, okay, when you do this, you tend to get better results than when you do that. If I can just get you not to do the bad things and use that time to improve your idea generation, you'll make more money. One of the things that made Stevie Cohen so successful was that he almost had this like inhuman like ability to play sizing bets when he felt strongly about them without a ton of fear around that investment. And then we also spoke a little bit about this idea of fear.
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