David Semenza

Co-Founder and Portfolio Manager at Islander Capital Partners, a Long/Short equity fund focused on the Technology, Media, and Telecom sectors. Previously at Cerberus and Matrix Capital.

Best podcasts with David Semenza

Ranked by the Snipd community

7 snips

Jul 27, 2024 • 1h 2min

88. Equity Long / Short Hedge Funds 101 Feat David Semenza, Co-Founder of Islander Capital Partners

In this engaging discussion, David Semenza, Co-Founder of Islander Capital Partners and seasoned portfolio manager, dives into the world of Long/Short equity hedge funds. He explains how these funds differ from others and emphasizes the critical role of leverage. With insights from his journey from private to public equity, David shares strategies for success in the tech, media, and telecom sectors, highlights the importance of primary research, and discusses the intricacies of short selling while managing CEO relationships. A must-listen for aspiring investors!

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.