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18 results for “co investing”
...It's been very successful. Our targets today are about 20% in there. But about seven years ago, we started co investing in public equities. So with our long hold closest manager relationships, we just talked to them about those positions and said, do
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from transcript35:15 – 36:21
investing beyond funds, say, co invest or even direct investing? Yeah. We have a huge co investment program. I think that is part of every portfolio today. I used to say because I'm old enough to remember Fidelity when I only had the Magellan Fund. T
51:44 / 52:47
from transcript51:44 – 52:47
“Why corporate VCs collaborate instead of competing like traditional VCs”
we've invested alongside in in Envisix. We invested alongside Hyundai. So there are a number of because we're all trying to solve the same thing. And I think it's a really important bit that that we t
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market insight31:00 – 31:33
helping to uncover what they do well and whether we think they're playing an easy or a hard chess game. So that's always the bias. And I think with crypto, it was never even a thought in our minds that it's something we would own directly. We do own
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from transcript17:11 – 18:17
As you look at other, I don't wanna say traditional, but say, endowment or foundation type asset allocation structure portfolios, Are there other things that you think you do or approach sort of meaningfully differently? So I do think our ability to
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from transcript42:45 – 43:49
...investing. The rule is that if we can't find it externally, we're allowed to do it internally. So we launched something on the back of COVID called the New World Equity Portfolio. The New World post COVID was one that was embracing technology, workin
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from transcript35:56 – 37:07
...investing in equity, investing in tax credits. This This is my team member, Greg. He refers to the research process around a deep dive as discovery, connect, and identify. So the discovery part of the process is to understand an industry's history, i
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from transcript9:43 – 10:49
looked like a good idea. I started in 2010 dipping my toe a little bit. 2011, same thing, taking, in one case, a 50% stake, in the other case, a 60% stake in other managers. I knew from past experience at JP the pluses and minuses of building joint v
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from transcript47:55 – 49:00
that there's a higher chance that this person's not gonna invest in my fund than if they are. Because I was so convicted about building this firm that I'll tell the story over and over and over again. What's the story you were telling? Well, the stor
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from transcript23:59 – 25:09
we bring operating expertise and we bring networks, and that's different. When did you make your first investment out of Cherry Rock? We made our first investment in q one of last year, 2024. And what was that first investment? Coactive. We invested
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from transcript24:45 – 25:52
...investing into secondaries, of, companies that are doing well. So are institutions open to that, or do they try to avoid them, or not be too interested in that? I would say, generally, they are open to it. And I think where where it works the best or
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from transcript12:44 – 13:46
...investing around. There's lots of ways to win. I rely on one or two factors. One of the things I'm personally really focused on is thinking about the different kinds of opportunity costs for capital today as rates have gone up as the S and P has a ce
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from transcript14:51 – 16:05
...credit investing and the pending cycle. We'd love to get your thoughts of what you're seeing and how you're participating in it. The pending cycle is a little bit like the annual article saying that this will be a stock picker's year in the Wall Stre
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from transcript51:47 – 52:59
The objectives are to generate attractive risk adjusted returns. So a lot of ways of getting at those objectives. So maybe we'll do one more round before we dive in on how you think about your investment approach in the space. Why don't we do the sam
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from transcript8:08 – 9:25
investment firms aren't structured that way. So if you wanna have people who can do that, you gotta develop them internally. Second of all, it's time allocation. In general, at any point in time, we probably have 15% of our capital in the private mar
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from transcript25:29 – 26:31
...investing in them, they're only telling you half the story. And on occasion, the tip of the spear innovation is gonna be happening in the private market, and that's where you're gonna wanna be. But I would always say, I'm not a venture capitalist by
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from transcript37:14 – 38:42
...trading, investing in stocks, trading in stocks. UBS at the time, it was it was the fund it was their proprietary investing business. It was the bank's own capital. Think of it as a hedge fund with one LP. And it did a lot of the sort of traditional
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from transcript3:31 – 4:47
...to investing. Twenty years now that's worked. Let's walk through each asset class briefly. I'd love to hear your take and your particular spin on on each. So US equities is only 10%. Presumably, that's not indexed. John Froines: It's the opposite of
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from transcript35:15 – 36:17
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