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David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
David Zorub is the Founder and CIO of Parsifal Capital Management, a $1.5 billion hedge fund that invests in a concentrated portfolio of longs and shorts across geographies, sectors, and capital structures. David joined me on the show a few months before he launched Parsifal six years ago to discuss his plans. We got back together to talk about what's happened since.
Our conversation covers the headwinds facing fundamental investing, Parsifal's approach to counter those challenges, and the investment and business processes that led the firm to reach this point. Along the way, David shares…
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