At the portfolio construction level, latent systematic risks identified through ML are managed by attempting to mitigate correlated risk exposures, preventing concentrated bets in emerging risk clusters.

normativepending

Speaker

Jacob Pizár

Evidence Quote

we're trying to mitigate these latent systematic risks using a risk model so it's particularly valuable to do that especially when you're dealing with the long short strategies

Source

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

My Notes

Loading notes...