It’s Okay To Be Different (Part 2): Active > Passive [March 23, 2023 HedgeD, With A Capital “D” Webinar Series]

HedgeD

English - April 10, 2023 21:05 - 38 minutes - 35.6 MB
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Previous Episode: The Long (and Short) of It, featuring John Hempton from Bronte Capital

Next Episode: Is China Investable? Featuring Nic Lee from Morgan Creek

In the March 2023 HedgeD, With A Capital “D” webinar, we take a closer look at why we believe the market backdrop could prove advantageous for active equity strategies versus passive. We discuss why equity markets could remain range bound and volatile, why interest rates may stay higher for longer, and how such circumstances have historically impacted the performance of actively managed strategies. We also touch on more nuanced topics, such as why a higher short rebate might provide a tailwind for hedge fund managers. We hope you enjoy the episode.

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