Bainbridge Partners’ CIO Florian Denie discusses how heightened market uncertainty is driving a defensive, manager-led approach focused on idiosyncratic alpha, risk control, and emerging opportunities in areas like AI-driven dispersion.
Florian Denie, CIO of Bainbridge Partners, admits he has struggled to keep up with the constant wave of opposing market signals over the past several months. “What we’ve seen over the last few months is countless binary announcements that are often followed by th...
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