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10 results for “fund strategy”
It's not just the new ones. Even the ones that are in the portfolio now continue to have to earn their place. In the strategic asset allocation model, that incremental investment is probably someone's assessment of better alpha. If it's a new manager
33:00 / 34:01
from transcript33:00 – 34:01
particularly when you start thinking about process and information, that you've divined from looking at it? I would say there are best ways to think about what asset allocation is possible given your current people process information in capital base
10:31 / 11:35
from transcript10:31 – 11:35
We have a lot of, say, clients who source and we help vet their own managers so they don't necessarily have to use the manager we picked for each one of those intersecting boxes. And for clients where access is a problem, you know, it's a $5,000,000
31:31 / 32:32
from transcript31:31 – 32:32
just dovetailing off of that, I've noticed that one of the biggest mistakes investors make is maybe miss sizing alternatives. So how do you think about sizing when it comes to this? Like, for example, sizing in private equity, private credit, real as
8:14 / 9:21
from transcript8:14 – 9:21
and the way that gets allocated. From the bottom up, you're wanting to make sure that you see the ideas being socialized and being shared across the organization. In the end, if you are deploying capital, you want to be confident that it's going to b
44:59 / 46:02
from transcript44:59 – 46:02
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
to buy low. And if you feel like things are inflated, you can sell high. I am a big fan of countercyclical 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 ter
17:16 / 18:19
from transcript17:16 – 18:19
...hedge funds, this means validating thesis assumptions before earnings across dozens of experts instead of a handful. For private equity, it means faster pre IOI scans and deeper commercial diligence. And for asset managers, it means pulling real oper
0:46 / 1:57
from transcript0:46 – 1:57
What are your exposures? What are your assets valued at? The more you have private markets, that's gonna be hard. I don't know any plans today that are really good at valuing their private assets. It's incredibly difficult to bring real time valuatio
11:14 / 12:26
from transcript11:14 – 12:26
You know, big fund managers seed They do. Yeah. I mean, I used to see it at my former job. Yeah. You know? And it it was a real issue because you did have people who you know, they had made decent money, but, like, what we really wanted to see at the
35:59 / 37:02
from transcript35:59 – 37:02
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