Focusing On Uncorrelated Sources Of Return

ValueWalk’s Raul Panganiban interviews David Miller the Co-Founder, CIO and Senior Portfolio Manager of Catalyst Capital Advisors. In this part, David discusses how IPOx fits into an investor’s portfolio, his thoughts on portfolio construction, the uncorrelated return streams, and active investing and passive investing. Q1 hedge fund letters, conference, scoops etc See part 1 here. See part 2 here. See part 4 here. Alright, yeah, and then from the investor’s perspective how does a fund like yours, IPOx fit into, or really like how you provide exposure to the IPO market? Yeah. So the way that we fit into an investor’s portfolio…