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#287 - Scott Everett - Founder & CEO of S2 Capital - On MF Outlook, FED, Banking Crisis, Capital Markets

The Fort

CHAPTER

Active Hedging Strategies for Large Companies

An active strategy would be you can buy large notional amounts of value at the parent company. Or you can basically allocate them across your portfolio, however you'd like. You are pre funding for all of the volatility and what is already a very heavily baked in sofa curve. So we have a few deals that are expiring over the last couple of months. And I have now moved from buying way in the money to one year rolling caps.

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