Topic
hedge funds
Everything our editor has picked under this tag, best first.
ai Ex-Balyasny PM: Quant is like Blackjack, Fundamental is like Poker
Ying Hua explains how multi-manager hedge funds combine systematic position sizing, alternative data and discretionary judgment to generate equity…
Odds on Open
crypto Tom Costello: Sam Bankman-Fried would’ve never been hired at a hedge fund
Tom Costello says Sam Bankman-Fried would never have been hired at a hedge fund.
Odds on Open
alpha Ex-Citadel PM: All Hedge Fund Failures Are Because of One Reason - Rich Falk Wallace
Rich Falk-Wallace says hedge fund failures stem from flawed portfolio construction and risk leakage, not weak fundamental research.
Odds on Open
ai Ex-Two Sigma Quant: Why You Should Bet Against Conviction
Former Two Sigma quant Omer Cedar explains how systematic funds turn discretionary signals and crowded consensus into alpha.
Odds on Open
hedge funds LTCM Co-founder Victor Hagani: “Taking Risk Is Always a Negative.”
Victor Haghani argues position sizing and variance control matter more than asset selection for compounding wealth.
Odds on Open
asset management Quant Fund Partner on Why Hedge Funds Fail at Branding
Quant fund partner Duane separates marketing, branding and sales, arguing that a strong brand makes capital raising easier before the first meeting.
Odds on Open
ai Ex-Third Point Data Scientist: “AI Agents Are Encoding PM Workflows”
AI agents are encoding hedge-fund workflows including earnings previews, narrative tracking and alternative-data synthesis.
Odds on Open
ai Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould
Lighthouse Group CIO Sean McGould targets global alpha through Japan’s governance reforms, AI-driven equity issuance and multi-manager investing.
The Monetary Matters Network