Jason Mann – Le Club B

Featuring Jason Mann

Hedge fund manager Jason Mann, partner of EdgeHill, explains in this edition of le club b, how to identify stocks with the best combination of being cheap and stable.

Published on
8 September, 2016
Topic
Sentiment, Investment Framework, US Economy
Duration
25 minutes
Asset class
Equities, Cash
Rating
53

Comments

  • SC

    Sajad C.

    28 11 2016 22:58

    0       0

    Good to hear how funds think, seem to start with risk assessment of the down side then limit exposure further by having longs, shorts and lots of stocks. But with 250million worth of AUM small percentage moves, bring decent returns. Three separate funds too which reduces risk further. No big home runs then or blow outs...

  • GH

    Gloria H.

    14 9 2016 17:16

    1       0

    What I take away from this is not whether he's right or wrong, but the importance of having "rules," even if their not hard and fast, and having some sort of thought or intention in advance of each trade.

  • PJ

    Peter J.

    12 9 2016 22:34

    0       0

    I'm with Greg H earnings statement v misleading

  • CH

    Colin H.

    11 9 2016 13:11

    4       0

    Interesting remark about how shorts trade like options below ±40%

  • ww

    will w.

    11 9 2016 02:22

    2       0

    Among other gems, really like his/ their cautions about shorting - & seems those are working great (at least for for Edgehill).

  • CH

    Calvin H.

    10 9 2016 20:50

    2       1

    Found it pretty scary at the 9min mark as well. Hard to buy into his Pollyana viewpoint, but each to his own. What I don't believe is how he can say no matter what his personal bias is, it does not effect his view on risk, especially if the 'big one' is not on his radar. Good luck to him and his clients.

  • CH

    Calvin H.

    10 9 2016 20:39

    1       0

    HAMED, you realize this series of interviews is all about how these guys build their book for their customers?!

  • T~

    Tshort63 ~.

    9 9 2016 05:03

    2       0

    He has a different style for picking through 2,500 stocks which I find interesting. He is smarter than me. TBS it almost looks like his formulas and approaches are so deep in the tree and the leaf detail they forget there is a forest and a world. I'd find that approach dull. I personally prefer a narrative based theory that I can share, refine, and update and THEN look into the best 20 stocks for that theory with some level of due diligence. I'm an amateur though, so speaking for what I enjoy and what works for me.

  • GH

    Gregory H.

    9 9 2016 03:56

    14       1

    Just stopped the video to comment (with 9:08 - 9:09 remaining) where he says "earnings have been increasing, albeit slowly". Really liked what he has said so far about how he runs the fund, but this fact that he is using to justify his point is not true. GAAP Earnings (for the S&P 500) are in their 5th or 6th straight quarter of contraction... I hate when something this important is used this way...

  • JM

    Jared M.

    9 9 2016 02:51

    1       0

    So, yeah, let's inflate this bubble?!
    Has anybody seen the U.S. bond market today?

  • PC

    Peter C.

    9 9 2016 00:38

    1       0

    Really like his understanding of Risk & being a Canadian, eh. Also good to hear a bull despite being a bear myself along with most of your guests.

  • TW

    Tom W.

    8 9 2016 23:29

    2       2

    Excellent!!

  • PR

    Peter R.

    8 9 2016 22:08

    8       0

    I appreciate something for the humble retail investor to chew on. Some great trade ideas and analysis to consider. More like this RVTV.

  • AH

    Andreas H.

    8 9 2016 19:58

    2       0

    Yep, the pain trade is up!

  • AH

    Andreas H.

    8 9 2016 19:38

    10       2

    Super, finally a systematic trader!

  • RS

    Rob S.

    8 9 2016 17:25

    16       2

    I found this video very informative, clear and concise.

  • HA

    Hamed A.

    8 9 2016 14:26

    7       24

    dont know the benefit of listening to a pitch of a mnger talking his book