asking PMs/analysts here how you manage a portfolio that is underperforming after 1-5 days (without earnings or events): do you do nothing, trim, or add?
are you willing to take duration and say the stock can outperform over the longer term - 1 month, 3 months, into/after earnings? or is that too risky if you are running a neutral/levered portfolio
| +20 | Future of L/S | 5 | 2d |
| +17 | Latest blow up / wind down | 25 | 2d |
| +14 | James Fishback | 7 | 2h |
| +12 | Looking for Fund to Partner With - LMM Activist | 3 | 4d |
| +10 | SM L/S Compensation? | 3 | 1h |
| +9 | Moving from credit to equity? | 3 | 4d |
| +9 | MMHF Central Execution Trajectory/Advice | 1 | 1d |
| +9 | How to prep for credit HF? | 4 | 23h |
| +3 | Chefs at Pod Shops | 2 | 2d |
| +1 | The best cover letter for L/S | 2 | 3d |
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