Capital Allocators – Inside the Institutional Investment Industry [REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
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May 29, 2023 Adam Blitz, CEO and Chief Investment Officer of Evanston Capital Management, shares his deep insights on hedge fund allocation. He discusses the shift from focusing solely on returns to prioritizing risk management and diversification. Adam emphasizes the importance of data analysis and human relationships in selecting managers, as well as the need for disciplined strategies amid market volatility. Lastly, he offers valuable career advice, stressing the significance of passion and soft skills in navigating the finance industry.
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Introduction
- Ted Seides introduces Adam Blitz, CEO and CIO of Evanston Capital Management, a $5 billion hedge fund of funds manager.
- The conversation will explore hedge fund investing strategies and perspectives.
Unanimous Approval
- Evanston Capital's investment committee requires unanimous approval for new managers, but only one member to remove one.
- This encourages thorough due diligence and conviction in selections.
Intense Monitoring
- Evanston Capital monitors managers closely, aiming for 5-7 touchpoints per year.
- They pay attention to style drift, cultural changes, and investor base dynamics.