Benn Eifert - Volatility Investing (S2E2)
Flirting with Models
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How Do You Think About Identifying Opportunities?
So we would think about the organization of our investment process, you can really think of it as a collection of bottoms up substrategies, or strategy sleeves. So and an individual strategy sleeve would really be a theme that's driven by some particular type of dislocation, or some particulartype of underlying flow that that end users are generating. And then in that particular strategy, because that's very much, i think, the opportunity said, often is more opportunistic and more fleeting than structural floes over long periods of time.
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