10.09.2026 Opalesque Exclusive: Sixty shorts and the arithmetic of patience - Steamboat's Parsa Kiai
Matthias Knab, Opalesque:

Most hedge funds that still run a short book run a handful of high-conviction positions. Steamboat Capital Partners currently runs about 60 - with significant alpha.

That number is not an accident of style. It is the visible output of fourteen years of adaptation by a manager who launched in 2012 with a fundamental, value-oriented, opportunistic, generalist lon

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