『[REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)』のカバーアート

[REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)

[REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)

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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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