Apr 12, 2021
Yen Liow is the founder and Managing Partner of Aravt Global,
a fundamental global equity firm based in New York that manages
long-short and long only products. Yen founded Aravt after a long
stint at famed family office Ziff Brothers Investments, where he
was part of the team that managed a market, neutral long-short
hedge fund in a culture of framework thinking and continuous
improvement.
Our conversation covers Yen’s background, experience at ZBI,
and lessons about process, competitive edge, and training. We then
turn to his application of those lessons to Aravt Global. We
discuss three right tail strategies for long positions, the
challenges in owning compounders, the art of short selling,
portfolio construction, game selection, drivers of success, and
challenges going forward.
For those lovers of learning about the nuance of public equity
investment strategies, you’re in for a real treat.
Learn More
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Subscribe: Apple | Spotify | Google
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe Monthly Mailing List
Read the Transcript