55 min listen
André Perold – Pockets of Inefficiency at HighVista Strategies (Capital Allocators, EP.169)
FromCapital Allocators – Inside the Institutional Investment Industry
André Perold – Pockets of Inefficiency at HighVista Strategies (Capital Allocators, EP.169)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
54 minutes
Released:
Dec 21, 2020
Format:
Podcast episode
Description
André Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in endowment-style investing that searches for inefficiencies across asset classes. André was the 2nd guest on the show, where we discussed his background as a renowned investment professor at HBS and the founding of HighVista. Our second conversation covers the evolution of HighVista over the last few years. We discuss changes in the business and the firm’s response by focusing on inefficient markets. We then dive into examples of opportunities in biotech, private credit and litigation finance, and close with a perspective on active management and private markets. Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast
Released:
Dec 21, 2020
Format:
Podcast episode
Titles in the series (100)
Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18): Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called “soft skills” often dismissed in the asset management business. After starting an academic career under the wi by Capital Allocators – Inside the Institutional Investment Industry