Invest Like the Best with Patrick O'Shaughnessy Ted Seides – A Deep Dive into Hedge Funds - [Invest Like the Best, EP.07]
Oct 25, 2016
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Ted Seides Career Path
- Ted Seides worked at Yale with David Swensen and later co-founded Protégé Partners.
- His Yale experience shaped his investment philosophy, focusing on manager selection across asset classes.
Lessons from Swensen
- Key lessons from Swensen include structured, disciplined investing and strategic rebalancing.
- Rebalancing acts as a disciplined approach to buying low and selling high across assets.
Fair Manager Deals
- Create fair deals with managers, especially regarding fee structures.
- Yale's early-mover advantage allowed them to establish favorable terms with managers.