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Lumbering Through Fed Week + Michael Marone & Boris Vuchic Of Crescent Rock Capital

RiskReversal Pod

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Crescent Rock's Mission Is to Be a Bottoms Up Fundamental Equity Investor

When I look at just the mission of Crescent Rock, you guys are long short equity folks. You are value investors. And we want to talk a little bit about your process and your focus a little bit. What is it like trying to be a bottoms up fundamental equity investor when you just have that sort of macro headwind that hits you all of a sudden? We are bottons up stock pickers. That's what we look at.

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