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Dan Fagan
Portfolio Manager at GIC, Singapore's sovereign wealth fund, with extensive experience in hedge fund investing. Emphasizes a bottom-up, strategy-agnostic approach to manager selection.
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May 29, 2023
• 1h 12min
Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
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Craig Bergstrom, CIO of Corbin Capital Partners, Adam Blitz, CEO of Evanston Capital Management, and Dan Fagan, Portfolio Manager at GIC, share their rich insights into the hedge fund landscape. They dive into navigating credit investing amid rising defaults and discuss investment strategies in a high-rate environment. The trio emphasizes the importance of liquidity management and highlights unique approaches to long-short equity and macro strategies. Their conversation concludes with thoughts on fees and the most promising opportunities and pitfalls for investors.
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