Opalesque Exclusive: Sixty shorts and the arithmetic of patience -
Steamboats Parsa Kiai
opalesque
5 days ago
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Matthias Knab, Opalesque: Most hedge funds that still run a short book run a handful of high-conviction positions. Steamboat Capital Partners currently runs about 60 - with significant alpha.
That number is not an accident of style. It is the visible output of fourteen years of adaptation by a mana...
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