Alex Blostein

Managing Director, Goldman Sachs
· tracked since Apr 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
ARES long +22.5%
Worst Calls
No live losers yet
Most Mentioned
ARES ×1
STEPSTONE ×1
Recent Calls
ARES long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d
Average Return +22.5% Long Return +22.5% Short Return -
Average Return
7d +17.2%
30d +24.0%
90d
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Result
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Thesis
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Source
Long
Apr 10
$100.46
+22.5%
Speaker explicitly stated a preference to "lean" into StepStone and Ares due to their "faster growth" and "growth and value driven" models. These alternative asset managers have less reliance on the challenged wealth channel for private credit and are better positioned in institutional or other faster-growing market segments. Long due to superior growth prospects and business model differentiation within the asset manager space. A broader downturn in private market activity or spread widening that impacts all asset managers uniformly.
Speaker explicitly stated a preference to "lean" into StepStone and Ares due to their "faster growth" and "growth and value driven" models. These alternative asset managers have less reliance on the challenged wealth channel for private credit and are better positioned in institutional or other faster-growing market segments. Long due to superior growth prospects and business model differentiation within the asset manager space. A broader downturn in private market activity or spread widening that impacts all asset managers uniformly.
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