- Sign up to the free AFI briefing emails
- Discover AFI research: Allocator Power List, $10bn+ global ranking and quarterly launch market reports
Sina Toussi, founder and CIO at US event-driven manager Two Seas Capital, gives the lowdown on his strategy trading legal and regulatory catalysts in the latest AFI podcast.
The US firm, founded in 2021, has just passed $1bn under management. Toussi shares perspectives on his investment approach, examples of successful trades and 2025 priorities. Listen at the links below and see the show notes further down this page.
*No part of the audio constitutes investment advice. Past performance does not guarantee future returns*
1:49 – Introduction to Two Seas Capital, background on Toussi’s career and strategy
5:55 – Update on location, AuM, strategy at Two Seas (just passed $1bn)
7:28 – Trading priorities for next year (most fertile territory in commercial litigations, esp. biotech sector)
12.12 – Breaking down the strategy simply. Example of Esperion Therapeutics.
17:25 – How do you handle the uncertainty associated with these cases?
20.50 – How the firm uses FOIAs in its research process.
23.46 – Approach in UK.
27.13 – Thoughts on Argentina under Milei.
31.42 – Impact of Trump’s second term.
34.19 – Advice on building a firm/to young people entering the industry.
This episode was recorded on 9 December
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.