Interview with shorter term trading fund - what to expect?
Without giving too much away, I have an upcoming interview with a smaller "trading" oriented fund, who appear to turn the portfolio over quite often, and have hold periods that typically range in the weeks time frame. They also have a "macro" mandate and can go anywhere. They are not market neutral AFAIK. My background is in fundamental equity analysis, but I am at a longer term time frame place - usually 1-2 years.
I believe I understand the pod shop market neutral strategies decently well, but this feels like an even shorter term time frame vs. that (or maybe I don't really know the pod shops as well as I thought). Given this time frame, I am already surprised they want to talk with me... but going into it, should I still anticipate that the typical pitches that would resonate with a pod shop would work well? It feels tough to pitch: "set up looks de-risked, variant perception to EPS for next 2 quarters or so leads to re-rating and inflection in thesis" when they are potentially even shorter than this?
Any advice or commentary would be helpful here. I have a feeling they are going to be more focused on seeing what sectors I keep up with, market outlook stuff, and my "process", etc., rather than my ability to "pitch a stock" according to my current philosophy, if ya know what I mean? And that maybe they will gauge me more as a resource for fundamental stuff? I feel like there is a lot to learn at a place like this that is way more tactical and somewhat technical/sentiment/tradery driven, and they seem quite successful at what they do, but what do I know...
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