Josh Birnbaum: How To Find Alpha in a Low-Volatility Environment


Josh Birnbaum, co-founder and chief investment officer of Tilden Park Capital Management finds alpha in complexity.

via Institutional Investor.

How To Find Alpha in a Low-Volatility Environment

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More