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macrocephalopod's profile
macrocephalopod
macrocephalopod
macrocephalopod
@macrocephalopod

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macrocephalopod

@macrocephalopod

Paul Allen, Vice President M&A, Pierce & Pierce (Sie/Hir) | Vegan | Silence is Violence | Women’s Rights Are Human Rights | ACAB (Assigned Cephalopod At Birth)

Joined December 2020

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    1. Darren  🥚‏ @ReformedTrader 28 Feb 2021

      "A hedge fund copycat strategy which typically holds 50 positions would have outperformed the S&P 500. Minimum trading is required: four times per year when a few stocks are sold and bought (rebalancing to equal weights)." https://imarketsignals.com/2021/outperforming-the-sp-500-with-50-consensus-stock-holdings-of-40-large-hedge-funds/ …

      2 replies 2 retweets 29 likes
      Show this thread
    2. Alberto Lopez Blanco‏ @SuperLopez_85 28 Feb 2021
      Replying to @ReformedTrader

      The trick: "Hedge funds considered had to have Assets Under Management (AUM) greater than $3.5 billion and to have outperformed the S&P 500 Total Return from 2008, and also over the last 3 years."

      1 reply 0 retweets 2 likes
    3. Darren  🥚‏ @ReformedTrader 28 Feb 2021
      Replying to @SuperLopez_85

      Yep - it may be an effect of survivorship bias.

      1 reply 0 retweets 2 likes
    4. macrocephalopod‏ @macrocephalopod 1 Mar 2021
      Replying to @ReformedTrader @SuperLopez_85

      It’s not even survivorship bias — it is literally picking the hedge funds with the best performance over this period and discarding the others. It is 100% a look-ahead effect.

      1 reply 0 retweets 7 likes
    5. Darren  🥚‏ @ReformedTrader 1 Mar 2021
      Replying to @macrocephalopod @SuperLopez_85

      I agree. The 13F effect more generally (which doesn't use past returns as a filter) could be an effect of survivorship bias. I don't know the answer to that one.

      2 replies 0 retweets 3 likes
      macrocephalopod‏ @macrocephalopod 1 Mar 2021
      Replying to @ReformedTrader @SuperLopez_85

      Yeah definitely could be — hard to figure that one out!

      8:45 AM - 1 Mar 2021
      • 2 Likes
      • Matt Hollerbach Darren 🥚
      0 replies 0 retweets 2 likes

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