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Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)

  • Podcast episode
  • Aug 15, 2022
  • #Equity(finance)
Ted Seides
@tseides
(Host)
open.spotify.com
Listen on Spotify
69 min
1 Recommender
1 Mention
Paul Enright is a private investor managing his own capital under single family office, Krainos Capital. Paul opened Krainos after a dozen years at Viking Global Investors, the mult... Show More

Paul Enright is a private investor managing his own capital under single family office, Krainos Capital. Paul opened Krainos after a dozen years at Viking Global Investors, the multi-billion dollar long-short equity hedge fund that also has been one of the most successful breeding grounds for talent in the industry. He has a deep understanding of intricacies of long-short equity investing and a knack for explaining it well. Our conversation covers Paul’s career path to Viking, training while there, and advice to early-career investors. We dive into the distinction between business analysis and stock picking, and the importance of portfolio management to investment success. In the process, we discuss liquidity, shorting, portfolio rebalancing, incentive compensation, and market structure. We close with Paul’s approach to managing his own money and his answers to a terrific set of questions sourced from his Twitter feed before the show.
 
Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership

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Michael Dempsey @mhdempsey · Jan 6, 2023
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One of my favorite podcasts ever was @pmje73 on @tseides Capital Allocators last year. At 14:00 Paul starts talking about thesis-driven investing and then portfolio management. A few highlights from the transcript of this section (+ link below).
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