Capital Allocators – Inside the Institutional Investment Industry cover image

Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating Long-Short Equity Strategies

This chapter explores the complexities and opportunities in long-short equity strategies versus macro investing, highlighting the impact of passive investments on active management. It emphasizes the need for skilled stock pickers to focus on high-conviction ideas and navigate market inefficiencies for optimal returns.

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