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 Can a Portfolio Manager Navigate Getting Alpha?
SAC's culture was, we're not just a levered beta shop. We are producing alpha. And when we produce a lot of alpha, we should get paid a lot of money because it's really hard to do and other people can't do it. So you're getting something that somebody else isn't doing. The only pay, if you know, a premium fee, if we're delivering premium performance.
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