“We actually have a larger allocation to Aussie equities through our active team, short Aussie equity team, and we're hedging it using futures.”
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Said on Equity Mates Investing Podcast
Eric Coffey · Govcon Giants · The Teaming Agreement Mistake That Gets Your Federal Bid Protested
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included an indemnification clause for the bond in a teaming agreement with a larger partner
“We actually have a larger allocation to Aussie equities through our active team, short Aussie equity team, and we're hedging it using futures.”
“We recruited the team that managed a mass, a much larger business. A bit like bringing in an asset manager who was managing $100 billion to go manage a billion dollar portfolio.”
“Most of us don't love the idea of steering meetings, but they were essential for this project. At Forever New, the senior people were in those meetings, including the founder, asking questions and challenging the team.”
“…if there's any cilantro seed larger in the machine that mixes in with the celosia it'll be very visible and then I can use a different size screen to scalp off the larger cilantro seed…”
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