An absolute return strategy aims to build a return stream that is agnostic to overall market direction, often called market neutral, though true market neutrality is not predictive going forward—zero beta historically doesn't guarantee zero beta forward.

definitionpending

Speaker

Jacob Pizár

Evidence Quote

we try to build a return stream that is agnostic to Market Direction...I I'm very wary of calling strategies like these Market neutral because even when you uh uh build a strategy that has a zero beta um it is zero beta going backwards it's not zero beta going forwards

Source

Redefining Value Investing in a Magnificent Seven Dominated World | Jacob PozharnyExcess Returns
Created: 8/11/2026, 6:50:32 AM

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