From Fidelity to Hedgeye: Sam Rahman’s Playbook for Performance
In this clip, veteran portfolio manager Sam Rahman—who spent 15 years at Crosby Advisors, the Fidelity family office, working directly for founder and chairman Ned Johnson and managing a multi-billion-dollar strategy focused on long-term capital appreciation before joining Hedgeye Asset Management—explains why understanding market regime changes is critical to investing success.
Rahman blends long-term stock selection with short-term market flow analysis—an edge most managers miss during regime changes.
"Most managers don't react quickly enough—or don’t even see it happening," Rahman explains.
Hedgeye’s proprietary Quad framework identifies these shifts 2–3 quarters ahead, giving investors time to position before the crowd.
Stay ahead of the next regime change. Learn more about Hedgeye Asset Management’s systematic approach.
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