Yen Liow
Founder and Managing Partner of Aravt Global, a fundamental global equity firm based in New York. Previously at Ziff Brothers Investments.
Best podcasts with Yen Liow
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Apr 12, 2021 • 1h 15min
Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
Yen Liow, Founder and Managing Partner of Aravt Global, brings rich experience from Ziff Brothers Investments to discuss investment philosophies and strategies. He delves into three right tail strategies, highlighting challenges in owning compounders and the nuances of short selling. Yen emphasizes the importance of a structured approach amid market volatility and the psychological aspects of investing. His insights on risk management and team dynamics illuminate the intricate balance of capital allocation in public equity investments.
Dec 27, 2021 • 1h 15min
#4: Yen Liow – The Quest for the Right Tail at Aravt Global, EP.188
Yen Liow, Founder and Managing Partner of Aravt Global, shares his investment journey from Ziff Brothers Investments to his own firm. He discusses the intricacies of long-short strategies, emphasizing the art of short selling and the significance of portfolio construction. Yen highlights three 'right tail' strategies for long positions and the importance of navigating market inefficiencies. With insights about cultivating a winning mindset and the challenges of volatility, this conversation is a treasure trove for public equity enthusiasts.
