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!
