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12 results for “hands on investing”
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
the rational sort of discussion. So, Ryan, if you and I were sitting down and I showed you all the data on a piece of paper of the historical risk adjusted returns of private equity versus public, like, you would you would do that all day long. But i
19:05 / 20:32
from transcript19:05 – 20:32
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
And so they are guides, not rules. So there's no model portfolio. Just to give a sense, what do those look like across strategies? Sure. So all else being equal in public equities, we want to be about fiftyfifty passive and active on the long side. A
32:15 / 33:22
from transcript32:15 – 33:22
That's totally reasonable strategy, but that is a very, very difficult in client strategy because what the in client sees is, one, trades happening. And second is they expect you to be right and not even, like, fifty fifty right, probably, like, 80%
17:21 / 18:23
from transcript17:21 – 18:23
Others see the historically strong returns of a US sixty forty portfolio. They stop there. Now there's some adventures investors will follow the path of Swincyn and diversify globally and even add some real assets like REITs and TIPS. Some may index
17:19 / 18:24
from transcript17:19 – 18:24
And then a willingness to be I call it tactical, but it's really opportunistic. We're not market timing, but what's interesting in the market today is different than what's interesting in the market two years ago, six years ago, eight years ago. And
36:45 / 37:52
from transcript36:45 – 37:52
If you utilize a 30% allocation to trend out of the 150% and normalize everything else, you would have generated similar returns to the leverage portfolio, but with reduced volatility and drawdowns, we don't know many endowments incorporating much in
16:35 / 17:36
from transcript16:35 – 17:36
is not equities. Not equities is supposed to be uncorrelated to the equities. People would have more inequities, but they can't afford the drawdown capability of the equities. So that not equities used to be bonds. They invented whole businesses arou
23:15 / 24:19
from transcript23:15 – 24:19
And so what we think the combined solution does is by shifting everything kinda up towards the equity market as its base, and then being able to overweight or underweight based on trend, we think could be a product that can add more incremental retur
16:32 / 17:41
from transcript16:32 – 17:41
So you have at least twenty years of good data to give you some sense of how these businesses have done in that period. Now, obviously, the next would be worse. Now we spend our lives trying to understand this. What are the only ways you can deal wit
53:11 / 54:17
from transcript53:11 – 54:17
if you have patience in a strategy that's like this, they tend to revert. They tend to be cyclical. And so there is a premium to being patient with strategies and not just picking, you know, those at the bottom of the list and saying, okay. Well, tha
10:36 / 11:36
from transcript10:36 – 11:36
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