Odds on Open

David Orr

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.