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Doc Horn, hedge fund industry veteran and head of the $7bn Total Return equities unit at Pictet Asset Management, joins episode 33 of the AFI podcast.
He discusses the outlook in equity strategies, allocator trends and how Pictet stands out with a different approach in the multi-strategy segment. Its main product marked 20 years in business last year. See show notes for themes and time points.
Topics (minute:second placement in episode):
2:00 – Introduction to Doc Horn’s role as head of the $7bn Total Return equities business at Pictet Asset Management. Focused on low-net relative value podcasts in detail for almost 20 year
4:00 – Pictet’s flagship is the multi-strategy fund which marked 20-year anniversary last year.
5:30 – Common DNA running through the TR equities unit. Multi-strategy fund serves as proving ground for a range of strategies.
7:00 – Reviewing key hedge fund performance trends in 2024.
9:15 – Key performance drivers in 2025.
11:00 – Event-driven opportunities.
15:00 – How best to profit against the macro volatility backdrop in the age of Trump?
18:45 – Interest from private wealth channels in hedge.
20:00 – How does Pictet differentiate itself in the competitive multi-strategy market.
23:30 – What about the talent side of multi-strat?
27:00 – Pictet’s model and appeal to traders and allocators.
This interview was recorded on 28 January 2025.
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