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15 results for “strategic investing”
...like strategic tilting, think of this as a candidate tactical asset allocation. These are strategies, which by definition could be a very long horizon. It might take years and years in order to demonstrate and prove out the skill and the edge that yo
26:58 / 28:06
from transcript26:58 – 28:06
...like strategic tilting, think of this as a candidate tactical
26:10 / 27:18
from transcript26:10 – 27:18
...strategic plan, having those tactical shifts. But it's really more of taking advantage of opportunities. You mentioned that you think about diversification differently. How do you think about it? So we allocate to strategies, not asset classes. And w
36:45 / 37:52
from transcript36:45 – 37:52
...strategic planning cycle under which the company can execute a plan, and then it's gonna mean revert to the average equity return. There are other businesses. The best term I can come up with is they win by winning, which is the more they win, the mo
38:56 / 40:15
from transcript38:56 – 40:15
The objectives are to generate attractive risk adjusted returns. So a lot of ways of getting at those objectives. So maybe we'll do one more round before we dive in on how you think about your investment approach in the space. Why don't we do the sam
8:08 / 9:25
from transcript8:08 – 9:25
...strategic in using secondary private equity investments along with primary private equity investments. At Mother Company, we were making investments in traditional ten year life drawdown commitment fund vehicles. Here at IvyInvest, the reason that we
31:31 / 32:43
from transcript31:31 – 32:43
“Why strategic investors get observer seats but never voting power”
...Right? So our strategics, some of them have observer seats on our IC, but none of them have a vote. Right? So we are very, very much focused on on where is the opportunity. But equally, the other side
15:07 / 15:43
tactical advice15:07 – 15:43
if you want a car, you don't go out and buy the best steering wheel, the best seat, the best windscreen, and hope that you get a good car. You actually have a plan for a car and buy the parts that suit the car you want. So having built the technology
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from transcript32:12 – 33:24
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
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
emerging market hedge funds typically have a huge long bias. They're less liquid, and they have higher fees. That is not logical as an investor. Why am I paying all this extra in terms of liquidity and fee for something that is essentially a long onl
33:46 / 34:45
from transcript33:46 – 34:45
...that strategic plan, having those tactical shifts.
35:58 / 37:13
from transcript35:58 – 37:13
...investing in an area like private equity, in a sector like manufacturing, you better hire a world class team who's got a real edge, experience, top quartile track record. Have the team that can execute and deliver really outstanding returns. Otherwis
26:15 / 27:17
from transcript26:15 – 27:17
quite a lot of time debating what does that actually mean. So because when we come to our strategies, our strategies have to rest on what we want to do with strategies is exploit those endowments and make sure they're consistent with those investment
14:56 / 16:03
from transcript14:56 – 16:03
...strategic asset allocation is an important part of a policy portfolio. And Peter would say to David, but that strategic asset allocation, by definition, includes some form of market timing. Right? You have to decide, is it 25% in stocks or 40% in sto
23:14 / 24:18
from transcript23:14 – 24:18
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