Excess Returns  cover image

Replicating Hedge Fund Strategies with Andrew Beer

Excess Returns

00:00

Corey Hosting's Return Stacking Idea Is Really Interesting

Long short equity is defensive equity allocation with hopefully a bit of alpha stacked on top. It's not a standalone or thogonal completely, you know, it's not like managed futures,. Managed futures is no correlation and it goes up in a year like this. What you want to manage futures portfolio is for it to go down a lot less than equity markets in a yearlike this. And by cutting out some fees and expenses over that same period of time, we're up seven or eight. That's all they want.

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