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Hedge Fund
At The Helm Podcast With Ellen Schuman
To hear the podcast click here.
In our inaugural episode of "At the Helm" we are joined by Ellen Shuman, one of the most experienced and respected institutional investor who has allocated capital on behalf of sophisticated Endowments and Foundations in the US.
Listen as Ellen chats with Helm co-founders and co-PMs Philip and Thomaz on a range of topics, including
- what it means to be a recovery specialist
- taking advantage of psychological arbitrage in sentiment-driven markets
- the outsiders edge in moments of severe market dislocation
- why combining value and momentum factors is such powerful force in investing.
Approximately 30 minutes.
To hear the podcast click here.