Excess Returns

Inside the Secretive World of Pod Shops | Bob Elliott


Listen Later

In this episode of Excess Returns, hosts Justin and Matt sit down with Bob Elliott, founder of Unlimited Funds, to explore the fascinating world of multi-strategy hedge funds, also known as "pod shops." Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

The conversation covers crucial topics including:
How pod shops attract and compensate top trading talent
The economics and fee structures of modern hedge funds
Risk management challenges when running multiple strategies
The evolution from traditional hedge funds to pod shop models
The impact of growing assets under management on performance
The emergence of ETFs as alternatives to hedge fund strategies
Drawing from his extensive experience in the hedge fund industry, Bob provides unique insights into why pod shops have captured headlines despite representing only a fraction of the overall hedge fund industry. He also discusses his current work at Unlimited Funds, where he's working to make hedge fund strategies more accessible through ETF structures.

...more
View all episodesView all episodes
Download on the App Store

Excess ReturnsBy Excess Returns

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

58 ratings


More shows like Excess Returns

View all
Masters in Business by Bloomberg

Masters in Business

2,192 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

581 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

919 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

670 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

792 Listeners

Flirting with Models by Corey Hoffstein

Flirting with Models

223 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

80 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

366 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

300 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

88 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

394 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

100 Listeners

The Business Brew by Bill Brewster

The Business Brew

243 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

99 Listeners