Asset Class
topic on 2 shows · 4 statements across 4 episodes
4 statements about Asset Class, every show
Institutional Investors Destroy Capabilities by Killing Programs During Cyclical Downturns
“Every asset class will have its moment in the sun. Every geography will have its moment in the sun. It'll also have its moment in the shade, and you can't kill a program every time it goes into the shade, or you won't have anything after so many years.”
Mansour: Expanding the overall asset class automatically drives business growth
“And that's really kind of the framework. It's like, am I expanding the asset class? And if I'm expanding the asset class, everything will trickle down afterwards.”
Coelius: Individual allocators outperform committees across almost every asset class
“In almost every single other asset class, individual decision makers have proven to be the most effective way of basically deploying capital.”