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| Sven Bakker, Inigo Lecubarri, Stefan Nydahl, Lawrence Staden, Otto Francke |
Following a generally good year in 2011 for equity market-neutral and quant strategies, four specialists gathered on stage to discuss the benefits of these approaches, and what makes their strategies work.
Panellists were Sven Bakker, CIO at Saemor Capital; Inigo Lecubarri, founder of Abaco; Stefan Nydahl, CIO of Brummer-affiliated Archipel Asset Management; and Lawrence Staden, founder of GLC.
Lecubarri observed that the inherently low beta of a market-neutral strategy can be a disadvantage in the eyes of investors, particularly when the market is rallying. His fund – a sector-neutral equity strategy focused purely on financials stocks, and the only non-quant fund represented on...