The Minutes of Brad Gerstner on portfolio positioning https://minutesof.com/brad-gerstner/on/portfolio-positioning/ Everything Brad Gerstner has said on portfolio positioning: 2 verbatim quotes between November 2023 and June 2024, each with a timestamp and a link to the… en Mon, 31 Aug 2026 13:09:08 +0000 Gerstner reveals Altimeter is 60% net long, with six of ten dollars at risk in the market. https://minutesof.com/q/ac21d2a8-8f36-4515-99f7-84aa8cb19b55/ https://minutesof.com/q/ac21d2a8-8f36-4515-99f7-84aa8cb19b55/ “Our net exposures are 60%. What does that mean again? Reminder for folks at home. That means I have six out of ten dollars at risk long the market in our hedge fund.” — CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 portfolio positioning Gerstner reveals Altimeter reduced net exposure from 93% at year start to 60% currently. https://minutesof.com/q/82c9eb8d-85ea-462c-9019-514f103f6e1d/ https://minutesof.com/q/82c9eb8d-85ea-462c-9019-514f103f6e1d/ “For us, our our net exposure today is 60%. Like I said, we started the year at 93.” — CNBC Television Wed, 08 Nov 2023 15:35:15 +0000 portfolio positioning