In Alternative Views Hedgeweek®, goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Florian Denie, CIO of Bainbridge Partners, a London based asset manager.
Generating consistent returns in today’s macro environment (0:45); strategies become more crowded and diluting sources of alpha (2:20); market neutral and relative value strategies being more appealing (4:40); the idea of alpha capture (8:10); the process of working with managers and sharing insight (9:50); how to manage the demand for more liquid strategies (10:15); how frequently you rotate capital (12:18); the most compelling opportunities going forward (15:03).