.svg)
Portfolio Management Dinner
In December, Alpha Theory brought together a select group of smart, intellectually curious portfolio managers to discuss how to improve our craft.
The goal of Alpha Theory’s Portfolio Management Dinners is to bring together a select group of smart, intellectually curious portfolio managers to discuss how to improve our craft. We don’t discuss specific investment ideas during this time, but how we make our investment process better.
Discussions at this most recent PM Dinner focused on two key themes:
Analysts:
- How do I measure, grade and compensate my analysts?
- How do I hire analysts that are a great fit for my firm?
- When should I fire an analyst?
Position Sizing
- How do I determine position size?
- What attributes make me increase/decrease position size?
- Should I trade around positions?
- Do I start a full position or leg in?
To learn more about Alpha Theory’s PM Dinners, please reach out to a member of our team.
