PERSON DIRECTORY
David Orr
David Orr appears in 1 indexed conversation across Odds on Open. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Hedge Fund Manager David Orr: Investing is 99% Talent
Orr says exceptional alpha is mostly talent, while a pod-shop process may be teachable: 3% unlevered alpha scales to 18% with sixfold leverage.His multi-manager fund relies on verified live results, independent bets and risk controls; core-manager cross-correlation is 0.15, though the sample remains small.AI tracks correlation drift, while hyperscaler contracts may cushion rental-price declines; capacity and returns after fees remain priorities.