The World According to Boyar

Steve Einhorn, Vice Chairman of Omega Advisors, Inc., on investing in an unpredictable political environment and how Omega blends macroeconomics with fundamental investing.

May 01, 2018 The Boyar Value Group/ Steve Einhorn Season 1 Episode 3
The World According to Boyar
Steve Einhorn, Vice Chairman of Omega Advisors, Inc., on investing in an unpredictable political environment and how Omega blends macroeconomics with fundamental investing.
Chapters
The World According to Boyar
Steve Einhorn, Vice Chairman of Omega Advisors, Inc., on investing in an unpredictable political environment and how Omega blends macroeconomics with fundamental investing.
May 01, 2018 Season 1 Episode 3
The Boyar Value Group/ Steve Einhorn

Interview discusses: Why he believes the current bull market still has room to run. Some of the factors Omega considers in determining position sizing. How Omega blends macroeconomics with fundamental investing. Which sectors of the equity market Omega currently finds to be attractive. Some of the factors Omega considers in determining when to exit a position. How Omega invests in this current unpredictable political environment. What geopolitical risks concern them. What is on Omega’s “bear market” checklist.

Biography:

Steve is Vice Chairman of Omega Advisors, Inc., a New York based long/short equity hedge fund.  He joined Omega in 1999. Steve became a limited partner of Goldman, Sachs & Co. at the end of 1998.  Before that, he was Goldman Sachs’ partner-in-charge of the Global Investment Research Department and Co-Chairman of the Investment Policy Committee. 

Show Notes

Interview discusses: Why he believes the current bull market still has room to run. Some of the factors Omega considers in determining position sizing. How Omega blends macroeconomics with fundamental investing. Which sectors of the equity market Omega currently finds to be attractive. Some of the factors Omega considers in determining when to exit a position. How Omega invests in this current unpredictable political environment. What geopolitical risks concern them. What is on Omega’s “bear market” checklist.

Biography:

Steve is Vice Chairman of Omega Advisors, Inc., a New York based long/short equity hedge fund.  He joined Omega in 1999. Steve became a limited partner of Goldman, Sachs & Co. at the end of 1998.  Before that, he was Goldman Sachs’ partner-in-charge of the Global Investment Research Department and Co-Chairman of the Investment Policy Committee.