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The Bet
The Compound and Friends
How to Build a Portfolio for Hedge Funds
When building a portfolio, it's recommended to have a foundation that never changes and tweak around the edges/nHedge fund strategy return drivers are fuzzier than individual stocks/nManager skill is a major component of hedge fund strategies/nPeople may come in and out of hedge fund strategies based on what's happening in credit markets/nIt's hard to predict what strategies will do, making it difficult to determine risk-adjusted returns
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