Andrew Beer on the Hedge Fund Industry (Podcast)
Masters in Business
00:00
Hedge Funds Are Long Emerging Markets
The US has certainly been much pricier than overseas and emerging markets for way over a decade. What sort of persistency might hedge funds have in these spaces do you find generally they're willing to write out that rotation for a long period of time or not? The competitive advantage of hedge funds is that when they like a market and they see an opportunity they can go big, he says.
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Transcript
