Quants could be sacrificing up 400 bps of alpha every year

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Quants could be sacrificing up  400 bps of alpha every year

Quantitative portfolio managers combining value and momentum could be sacrificing up to 300 to 400 basis points of alpha every year

Southpoint Capital likes these stocks [Q1 Letter]

Clint Carlson Far ViewSouthpoint Qualified Fund and Southpoint Qualified Offshore Fund returned 2.5% net for the first quarter, compared to the S&P 500's 6.2% return and the Russell 2000's 12.7% gain. During the first quarter, Southpoint's funds averaged 133% long and 70% short. Q1 2021 hedge fund letters, conferences and more The fund's long positions added 13% gross Read More


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