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11 results for “fund investing”
...hedge funds as part of that stable returning lower risk mix. So as the person who oversees the investment management, investment research process here, I actually look at how all of our money is invested on a roll up basis. And I'd say about 65% of i
32:15 / 33:22
from transcript32:15 – 33:22
And quite honestly, it's a very long term forecast and they they evolve pretty slowly for us. What are the buckets of the strategies that you use in your in your approach? At the top level, we believe that strategies fall into two main categories. Th
25:31 / 26:33
from transcript25:31 – 26:33
But everything else in this middle section here, you're off by one or two ranks. And the reason I look at ranks is that if you get the rank order of assets right, your portfolio is, to the first approximation, gonna be fine. You don't have to get the
12:50 / 13:53
from transcript12:50 – 13:53
long short or event driven or more equity baited plays, and then strategies like managed futures and global macro, more defensive plays. So we can't paint them all with the same brush. We should understand in advance, what are the roles that each one
28:06 / 29:36
from transcript28:06 – 29:36
the aperture and really focus on what is the role for each one of the individual investments I'm introducing. And if now I've expanded my toolbox to include private equity, I'm adding private equity because I wanna get incremental returns. I'm adding
5:52 / 7:08
from transcript5:52 – 7:08
And there's a bunch of different studies in there, but the one that I think is interesting is we just took 18 assets. So the 18 assets, little bit more broad than most investors have, but, you know, wanted to be inclusive. So we took 18, got a high l
12:00 / 13:07
from transcript12:00 – 13:07
...investing for long term investors. We'll see how a lot of these CIOs like Stephen Gilmore and others implement it. When so much of the long term drivers of strategic asset allocation returns have been private market investments, venture capital and p
17:16 / 18:19
from transcript17:16 – 18:19
So what is the utility of the bottom half of your portfolio for you? Not to get overly technical, but it it bears on the answer. So I construct our portfolios to be about a 100% long when we're fully invested and 60% to 70% short. The reason I do tha
39:45 / 40:50
from transcript39:45 – 40:50
...Superfund, which is one of the best total portfolio investors having to scrub out all of the individual portfolio links to their compensation. It was total fund qualitative metrics for compensation. That's hard. A lot of people are still compensated
13:30 / 14:32
from transcript13:30 – 14:32
...funded status. We're just over 80% funded. It's reasonably similar to the current portfolio. A little bit riskier than the current portfolio, but not a lot. What common language have you come across those asset classes as you described to start to un
25:30 / 26:31
from transcript25:30 – 26:31
...the investing teams will need to have clarity over a multiyear runway. In the organizations I've been in, there's usually some sort of runway or plan over multiple years. The target portfolio has to take that into account so that the teams have decen
36:45 / 37:46
from transcript36:45 – 37:46
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