Pockets of Inefficiency at HighVista Strategies
With:
André Perold
Episode: 169
December 20, 2020
Capital Allocators
André Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in...
André Perold
-
Pockets of Inefficiency at HighVista Strategies
Episode: 169
December 20, 2020
Capital Allocators
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Episode Description:
André Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in endowment-style investing that searches for inefficiencies across asset classes. André was the 2nd guest on the show, where we discussed his background as a renowned investment professor at HBS and the founding of HighVista.
Our second conversation covers the evolution of HighVista over the last few years. We discuss changes in the business and the firm’s response by focusing on inefficient markets. We then dive into examples of opportunities in biotech, private credit and litigation finance, and close with a perspective on active management and private markets.
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All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.