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11 results for “multi sector investing”
...investing, super fragmented, lots of small managers, very little ability for your typical sovereign wealth fund, large state pension fund, Canadian pension fund to deploy hundreds of millions, let alone billions of dollars into these countries, which
1:12:38 / 1:13:46
from transcript1:12:38 – 1:13:46
...multi strategy, maybe a trillion and a half dollars. A lot of that is closed to new investors. So the investment vehicles available in any of those specters, especially the multi strategy industry, not that much. The biggest trend in our business
23:15 / 24:19
from transcript23:15 – 24:19
...the biggest multi asset class fund in public markets is the $100,000,000,000 fund. The biggest one in emerging markets is $800,000,000. There are only five that I can find. In private markets, you're starting to see multi asset class in developed mar
1:13:29 / 1:14:33
from transcript1:13:29 – 1:14:33
...sector. And if we change the objectives of what they're doing to delivering more of a market neutral return, which is a useful piece of what we would describe as the third generation version of Multistrud.
12:02 / 13:12
from transcript12:02 – 13:12
...multi strategy industry, not that much. The biggest trend in our business is the privatization of alpha, where the alpha is residing on the prop shops as well as the multi strategy firms. The multi strategy firms over time have more and more employee
23:46 / 25:13
from transcript23:46 – 25:13
...for multi strat funds, they could use it as a performance benchmark, and we've talked with a few fund sponsors that do have multi strat. But if you're a private credit manager, you're not gonna benchmark to the interval fund index broadly. We will be
22:36 / 23:41
from transcript22:36 – 23:41
...the broader sector. And if we change the objectives of what they're doing to delivering more of a market neutral return, which is a useful piece of what we would describe as the third generation version of Multistrud. So we did that across the whole
12:41 / 13:53
from transcript12:41 – 13:53
is trying to buy college leagues. That's fascinating. We have the Maple eight, but we also have the Aussie eight because of the consolidation that's gone on down there. There's now the big eight Australian Superfunds. They're doing a lot on private m
35:58 / 37:00
from transcript35:58 – 37:00
...added sector specialization. We started nine years ago in real estate, eight years ago in infrastructure, six, seven years ago in venture growth. A lot of those shifts were really just, like, the lens in which we looked at the world and how we packag
47:49 / 49:05
from transcript47:49 – 49:05
...around investing in more cyclical sectors and longer term structures. We invested in Brazilian private equity. And even though we did great on a local currency, we did not do great on a dollar basis.
46:32 / 47:33
from transcript46:32 – 47:33
...multi sector impact profiles, in our experience actually have more resilient growth profiles. They tend to be favorably looked upon by the government, by regulators. And generally, they tend to be higher quality businesses, and that's reflected in bo
6:47 / 7:51
from transcript6:47 – 7:51
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