Show Us Your Portfolio: Cem Karsan
Excess Returns
00:00
How to Take Advantage of Mispriced Assets
My roots are in the market-making world. When I started in this business, I didn't start from a perspective of how do I buy assets at a cheap price? Or how do I get paid in the portfolio and dollar-cost average in? It really came from a relative value, risk basis. How can I extract edge? That's a very different kind of world. Every person who was a market maker for an extensive period is a good risk manager. They have to be.
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