Crowded trades are becoming a problem for hedge fund managers, notes Novus Chief Research Officer Stanley Altshuller, a thought reinforced by a Morgan Stanley hedge fund research report.
Altshuller tells the story of a well known hedge fund that told him when an equities analyst pitched a great idea to his portfolio manager he was rejected even though the thesis was compelling. The reason? “Everyone else is in that name,” Altshuller wrote in a blog post. And such tales seem to be happening more and more these days.
“Currently, there is...
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