Giuliana Bordigoni - Alternative Markets & Specialist Strategies (S5E14)
Flirting with Models
Is There a Benefit in a Smaller Market?
Given the diversification potential of these newer less liquid markets, do you think there's a benefit in introducing them in a smaller size even though your capacity constrained? Or for a large firm like Man AHL do you really need to think of it more as a binary exposure? No I don't think so. I believe in trading the size you don't leave a footprint in the market. So if it's a small market you're just small. But I would still add this small market and I would rather grow it as long as it's tradeable and respects the property that we discussed earlier. And then you look at China which is like deep and diversifying. It seems like very natural space
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