Justin Dew
Justin Dew
invested manager market percent question sudden
If I were invested with a manager and all of a sudden the market was down 20 percent and my manager was only down 2 percent, I'd question that.
five looks lose pick positions protect shirt short stocks strategy swing top wrong
Five years ago, the strategy was to pick the top 10 stocks you like and swing for the fence. But do it in a way that if you were wrong you didn't lose your shirt (meaning you have short positions to protect you)...that's not what it looks like now.
capital certainly fund large looked managers million open plenty preferred therefore worth yale
There are certainly plenty of opportunities to put $500 million worth of capital in the hedge fund space. I think by and large Yale is looked upon as a preferred investor, and therefore I think a lot of managers would be open to having discussions with them.