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14 results for “investor expectations”
...investors will be asking who are the long term winners Yeah. And trying to pay for those immediately. That has really not been the story. I would actually say that's the key pivot that's happened in our conversations with clients over the last few mo
23:51 / 25:08
from transcript23:51 – 25:08
...investor expect? I have a Schwab account. I can open up my Schwab account, and I can see how much my portfolio is held at today and how much volatility I had over the past three days. I think some of those reporting mechanisms are probably gonna be e
51:46 / 52:57
from transcript51:46 – 52:57
...that meet investor expectations on average. Middle market's been better than large. Small's been better than middle market. Median has outperformed the S and P. Bottom quartile, definitely not. Top quartile by a lot. The question becomes, as prices g
12:35 / 13:57
from transcript12:35 – 13:57
...investors will be asking who are the long term winners Yeah. And trying to pay for those immediately. That has really not been the story. I would actually say that's the key pivot that's happened in our conversations with clients over the last few mo
24:35 / 25:45
from transcript24:35 – 25:45
...investors who had totally different expectations as much as we tried to condition them, and they were very fragile. So our asset base got cut in half in 2008. We were down 2025% of our investors wanted their money back. From what to what? That was fr
43:18 / 44:37
from transcript43:18 – 44:37
...Expectations drive securities prices, revisions to expectations drive revisions to security prices. So we need to be starting in places where we're looking for big variant views. And chances are if we think that something can double or go down by 50
31:27 / 32:32
from transcript31:27 – 32:32
...an investor what that percentage of revenue is? Of course. Of course. I mean, like, listen. You and I both know when we're investing in a start up, we want you know, here's the here's the irony. Right? Over the last ten years, people celebrated raisi
19:24 / 20:37
from transcript19:24 – 20:37
...why investors were perceiving things a certain way and what might change that became something that was a much more important element. Having what we thought was true differentiation relative to not just sell side consensus, but buy side consensus ve
15:44 / 16:48
from transcript15:44 – 16:48
...I think, what is a false sense, but a sense of control in a world that is otherwise truly, we believe, uncertain. We take a very different approach. We, again, going back to my comment on crystal ball, we we embrace uncertainty. We We acknowledge tha
30:44 / 31:47
from transcript30:44 – 31:47
However, we've got models that help make sure that our clients' overall illiquidity, we think out multiple years, will be in a position where they do have a safety net. The most important thing to us is if there is a violent drop in equity prices, I
21:38 / 22:45
from transcript21:38 – 22:45
from your perspective, what mindset would separate consistent wealth builders from those performance chasers that you mentioned before? I'll keep on this uncertainty theme, because this is really a big focus and passion of ours. A lot of this is insp
29:53 / 31:14
from transcript29:53 – 31:14
...for a reason, and and we're optimistic about the impact of AI flowing through to earnings, you know, overall in the public markets in the coming years. And maybe I'd focus your attention on the right side, which is, you know, if you just took a four
26:11 / 27:20
from transcript26:11 – 27:20
...investors into, that could create a pretty significant headwind. Also, you have a lot of these alternative managers coming up with interesting new models for doing this
42:43 / 43:49
from transcript42:43 – 43:49
...and there was always one magical one to the far right, which was private equity, which is like everything else is muted. And even the ones are like, man, we expect US stocks, S and P to do, like, five instead of 10. But private equity, we still expec
22:33 / 23:36
from transcript22:33 – 23:36
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