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EssentialThe Essential Conversation

The True Cost of Capital for Hedge Fund Investors

Featuring Scott Davies

May 30, 2017 • 28 minutes

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Essential

The Essential Conversation

The True Cost of Capital for Hedge Fund Investors

The True Cost of Capital for Hedge Fund Investors

Featuring Scott Davies

May 30, 2017 • 28 minutes

Scott Davies, Founder and CIO of CDAM, details his interesting investment approach, which involves a concentrated portfolio and a hedge overlay to capture mispricing, with a relatively long hold period to catch cycles. Eschewing traditional revenue models, CDAM is focused on what CEOs are doing with the money they invest with them because misunderstanding the cost of capital leads to misallocation and value destruction. Filmed on May 23, 2017, in London. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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