46 Marcus Bleary-eyed, I scrub my palm over my face and glance at the clock. 3:05 a.m. We’ve been at it for over twelve hours. Getting up, I toss my disposable coffee cup into the trash and look around the glass-walled conference room. Jarrod and all of my portfolio managers are here, sitting around the long rectangular table surrounded by piles of reports. Like me, they’ve been going over the investment ideas the analysts have been bringing in, trying to figure out how we can make up a $700 million loss during a holiday-shortened week. If we’re still in the hole come November 30th, we’ll lock in this month’s underperformance, and it’s going to be a permanent black mark on the fund’s record—not to mention, a source of embarrassment at the upcoming Alpha Zone conference. So far, ther

