Tobias Carlisle - A Modern Walter Schloss
The Business Brew
00:00
The Fall Back Test of Data
I think it you know I've this was the worst quarter for the shorts. That's going to happen every now and again. We mitigate that a little bit by not always being 130% long unless the opportunity set is just so mind bogglingly good. And so when the short bounce in that kind of market when you're in net 70 it the returns are flat rather than being upper lock.
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