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16 results for “capital strategy”
...strategy has lost money two years in a row. Why are you still running it? If we take a look at things like strategic tilting, think of this as a candidate tactical asset allocation. These are strategies, which by definition could be a very long horiz
26:58 / 28:06
from transcript26:58 – 28:06
...strategy designed to deliver cash flows fifteen years and beyond. So we do that, and then we kinda divide the portfolio into what we call lifetime capital needs, which is a committed pool. And then anything left over, we call wealth surplus. And the
4:36 / 5:37
from transcript4:36 – 5:37
is cheap, we can do something with that. We'll find a manager and add to them or whatever it takes. How do you balance the notion of static risk with the concept that there may be something like structured credit that you think is an opportunity? So
29:16 / 30:26
from transcript29:16 – 30:26
...Capital Allocators is also brought to you by Warning Star. What if data wasn't just a bunch of raw numbers, but a clear and decisive language to help connect investment strategies with long term investor needs in a constantly evolving market landscap
0:46 / 1:57
from transcript0:46 – 1:57
And when it goes for you, you call it alpha, and you don't pay attention to it. But you should. You should pay huge attention to any source of alpha. It's probably beta. When you do that quantitative assessment to figure out what you own underneath,
28:27 / 29:46
from transcript28:27 – 29:46
as carefully as possible tried to identify those active strategies in which size, certainty of assets, and long horizon might be of particular advantage. We think those can be edge if carefully and appropriately drawn upon. And where we want to build
24:47 / 25:46
from transcript24:47 – 25:46
...Now you have a little bit of scarcity of capital. I'd love to dive into the fundamental equities business. In particular, how do you view both the risk and the capital allocation both for your team and then in a world where there are a lot of other f
41:55 / 43:04
from transcript41:55 – 43:04
...Capital Allocators is also brought to you by Warning Star. What if data wasn't just a bunch of raw numbers, but a clear and decisive language to help connect investment strategies with long term investor needs in a constantly evolving market landscap
0:46 / 1:57
from transcript0:46 – 1:57
...a hedge fund strategy even if it has a very high Sharpe ratio or risk adjusted return if the total return is only three or 4%. But now that we've hopefully cleared that threshold, at least from an expected perspective in those hedge fund strategies,
13:31 / 14:37
from transcript13:31 – 14:37
delegating that allocation decision to a manager to do for you? It's one of the big challenges because, inevitably, if you are investing in managers that you think are super talented, typically, they have a reasonably broad remit. We tend to focus on
15:46 / 16:57
from transcript15:46 – 16:57
...strategy, we're thinking about what's the persistent beta of that strategy, what do we think the excess return looks like, and how does that excess return look relative to both the beta in our portfolio, but also the other excess returns that we have
29:15 / 30:17
from transcript29:15 – 30:17
...a strategy of ours. We don't wanna practice on our clients' money. There are some that will launch a multitude of strategies, and if it works, great. And if not, they'll close them. That's a lot of trial and error on somebody's life savings. We don't
39:32 / 40:47
from transcript39:32 – 40:47
...been a strategy of ours. We don't wanna practice on our clients' money. There are some that will launch a multitude of strategies, and if it works, great. And if not, they'll close them. That's a lot of trial and error on somebody's
39:00 / 40:04
from transcript39:00 – 40:04
...Allocators is also brought to you by Morningstar. What if data wasn't just a bunch of raw numbers, but a clear and decisive language to help connect investment strategies with long term investor needs in a constantly evolving market landscape.
3:45 / 4:49
from transcript3:45 – 4:49
...Capital Allocators is also brought to you by Warning Star. What if data wasn't just a bunch of raw numbers, but a clear and decisive language to help connect investment strategies with long term investor needs in a constantly evolving market landscap
0:46 / 1:57
from transcript0:46 – 1:57
...Capital Allocators is also brought to you by MorningStar. What if data wasn't just a bunch of raw numbers, but a clear and decisive language to help connect investment strategies with long term investor needs in a constantly evolving market landscape
5:15 / 6:15
from transcript5:15 – 6:15
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