Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)

Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)

Published: April 12, 2021, 9:30 a.m.

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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.
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Our conversation covers Yen\\u2019s 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.
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For those lovers of learning about the nuance of public equity investment strategies, you\\u2019re in for a real treat.
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