Ted Seides, CFA, created Capital Allocators LLC to explore best practices in the asset management industry. He launched the Capital Allocators podcast in 2017 and the show reached five million downloads in January 2021. Barron’s, Business Insider, Forbes and Value Walk each named it among the top investing podcasts. Alongside the podcast, Seides works with both managers and allocators to enhance their investment and business processes. In March 2021, he published his second book, Capital Allocators: How the World's Elite Money Managers Lead and Invest, to distill the lessons from the first 150 episodes of the podcast. You can follow him on LinkedIn and Twitter.
As the founders of the first generation of institutional hedge funds reach the twilight of their careers, allocators are beginning to think about “retirement risk” in their hedge fund portfolios. For the better part of two… READ MORE ›
Pundits have had a field day proclaiming that the days of long/short equity meeting the needs of investors are over. Measured against the market, long/short equity strategies have indeed had a worse five-year run than in the past.
READ MORE ›
If you were to play word association with individuals in the investment industry using the phrase “hedge fund index,” the instinctive responses would be “survivorship bias” and “backfill bias.” The arguments for flaws in hedge fund indices, popularized by… READ MORE ›
Fact: Hedge fund fees are high.
Indeed, hedge fund fees are unquestionably the highest amongst active managers of marketable securities.
Fact: Some premium goods in life are considered worth their price by the buyers.
Aston Martins,… READ MORE ›