Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

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Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused on deep fundamental stock research with a senior team that has been together for at least sixteen years. Brett has invested through rising and falling tides in the industry, ups and downs in fund flows, and alongside friends and peers who have since retired. Yet he keeps skating to where the puck is going.

Our conversation covers Brett’s path to launching Tremblant, including lessons from hockey, operational experience, and the early days in a terrible market for the strategy. We discuss the long-short and long-only models, primary research, portfolio construction, sell decisions, risk management, compensation structure, and Tremblant’s launch of TOGA, one of the first active ETFs run by a longstanding hedge fund manager.

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