
Hedgeye Investing Summit VIII: Michael Taylor, Portfolio Manager, PINK Shares for the Cure
Hedgeye Podcasts
I'm 70 % Net Short, I'll Keep That Name.
It is rare for me to find a name with a 30 to fortyx return in it. And i've done this for 20 years, and i've found five trades like that in 20 years. Can when you're nets short, you have more shwartz than longs. You said minus 70 %, curly, no ad points. This year iwas minus 70%. I probably averaged around 35 forty percent net short. It's basely going to cover me through the start o quantitative tightening,. That's probably where things start going blotto very fast.
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