Today is another special episode with the founder of AgeCroft Partners, Don Steinbrugge. He is back for another episode and discusses the race for alpha. For conference information, check out: https://www.apgainingtheedge.com/2018-hedge-fund-conference
Seth Klarman: Investors Can No Longer Rely On Mean Reversion
"For most of the last century," Seth Klarman noted in his second-quarter letter to Baupost's investors, "a reasonable approach to assessing a company's future prospects was to expect mean reversion." He went on to explain that fluctuations in business performance were largely cyclical, and investors could profit from this buying low and selling high. Also Read More
1:20 – How has the year been progressing for hedge funds and are there any new trends and developments that you have been noticing?
4:12 – Which strategies have been performing well this year and which have not?
6:30 - You recently wrote an article, "The Race For Alpha". Can you tell me more about the four advantages hedge funds try to use?
18:10 - How should investors use the 4 advantages to evaluate investing in hedge funds?
22:45 - How can hedge funds use Linkedin and social media to expand their reach?
26:25 - Can you tell me more about the conference coming up?
30:15 - What are some of the charities that you are giving back to?
Enjoy and thanks for the listen!