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12 results for “investor targeting”
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 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
We are huge believers that it is incredibly difficult to market time, and so don't try and do it. Have those strategic targets and buy the dips and sell the rallies. Although this sounds a little contradictory, we're also believers that at times ther
23:14 / 24:18
from transcript23:14 – 24:18
cost, easiest ways to do that is media engagement. There's all this great owned content you can develop and the like, but just engaging with the media, putting news out when you have good things happen, being an expert voice on relevant trends, that'
19:59 / 21:17
from transcript19:59 – 21:17
...investors who loved the idea of being able to tilt their portfolio with the types of themes that we developed. But when push came to shove, we looked so different that they didn't have the investment team infrastructure to actively make those tilting
22:31 / 23:34
from transcript22:31 – 23:34
That part of the market has grown dramatically over the last ten plus years, and at the same time, the more return seeking part of a client's hedge fund portfolio actually has been shrinking, and a lot of that money's been reallocated into private ma
12:02 / 13:12
from transcript12:02 – 13:12
that bond itself could be more institutionally focused, but the strategy is very similar to what they're raising money for on the wealth side. And it gives them a way to talk about that strategy out there in the world and they otherwise wouldn't be a
19:30 / 20:30
from transcript19:30 – 20:30
It's expanded to lots of different credit oriented strategies, multi event driven strategies, multi manager platforms. There's so many different strategies that fall under that bucket, but there are certain strategies that are interesting to me. It g
41:19 / 42:23
from transcript41:19 – 42:23
...investors can start to think about diversified exposure, which I would always argue diversified exposure, getting a little private equity, a little private credit, and a little private real estate is better than putting all their chips on one investm
9:41 / 10:59
from transcript9:41 – 10:59
I think that's different than certainly most other folks who just say, oh, yeah, we're gonna allocate to hedge funds. We've never allocated to hedge funds. How do you then categorize those different strategies? So we break everything into stable retu
38:13 / 39:32
from transcript38:13 – 39:32
But to your point, now because there's so much capital available to these companies, they can make acquisitions. They can do things, and they can choose to go public when they think appropriate. Or many of them may say, I'm never going to go public b
16:26 / 17:34
from transcript16:26 – 17:34
frankly, a desire, not just a willingness, an actual desire, state of desire to trade illiquidity for higher returns. Mhmm. That makes a lot of sense for that channel and that end buyer. It makes sense for our institutional clients because there isn'
10:30 / 11:34
from transcript10:30 – 11:34
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