Part three of our video blog series explores one way fund managers cope with the pressures and uncertainties of global financial markets: by telling stories. Combining the vast amount of information they have into stories allows managers to simplify their message, whilst simultaneously leaving out uncomfortable facts. It’s a way of convincing themselves, and making sense of what they do. Featuring David Tuckett, visiting professor at University College London and Professor Richard Taffler from Warwick Business School.
Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis
Qualivian Investment Partners commentary for the second quarter ended July 30, 2020. Q2 2020 hedge fund letters, conferences and more “Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500%.” - Ian Cassell Executive Summary Readers of investment letters fall into Read More