Stefan Tzvetanov @learn_phoenix

All things long/short equity | Ex Point72 | Educational only phoenixlearning.io New York Joined July 2022

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Stefan Tzvetanov @learn_phoenix

3 weeks ago

This is a good thread. A few important pieces worth adding: 1. Data is a lot more than just Yipit/Msci. Plenty of managers, including small- and mid-sized funds, have developed their own infra and ways of tracking and looking at data directly from vendors. This is the part of…

ZenCap @kaizen_cap

3 weeks ago

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Stefan Tzvetanov @learn_phoenix

2 months ago

HOW TO PITCH A STOCK LIKE A HEDGE FUND PRO: 10 STEPS 1. Lead with the conclusion and clearly state your variant view Comment and follow if you'd like to get a template with a full example (CHWY). 2. Quantify your variant view in terms of KPIs and valuation vs consensus 3.…

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Stefan Tzvetanov @learn_phoenix

3 months ago

What makes the very best Portfolio Managers at Citadel, Millennium, Balyasny so successful? open.substack.com/pub/phoenixlea…

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Stefan Tzvetanov @learn_phoenix

3 months ago

LEVERAGING AI IN LONG/SHORT EQUITY Trying to incorporate AI into your process is great. But what’s critically important is having an investment process that already works. Many investors who haven’t been performing well are hoping AI will be some kind of silver bullet that turns…

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Stefan Tzvetanov @learn_phoenix

3 months ago

On average ~30-70% of ideas put in the book by long/short pod PMs are driven by or significantly influenced by ___________? Any guesses? :) It’s sector-dependent which is why the range is so wide.

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Atlas Capital @atlas_invst

3 months ago

I am in a unique buyside role (equity vol) and therefore have somewhat of a differing perspective from your typical L/S guys. And I mean this sincerely as I have a lot of friends on the buyside… but there is undoubtedly an insane amount of groupthink within the industry where…

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Stefan Tzvetanov @learn_phoenix

4 months ago

Multi-manager hedge funds claim to have uncorrelated risk-adjusted returns. Yet when the market is up, their returns tend to be better. When the market is down, the returns tend to suffer. Why? :)