Cat Risk
topic on 1 show · 1 statements across 1 episodes
1 statements about Cat Risk, every show
Ivascyn: Allocators tend to pull back right when opportunities peak
“You're going to have bad vintages. When the bad vintages occur, it's like cat risk. You get the best opportunities on a go-forward basis, but allocators tend to get scared away, or boards tend to get scared away at precisely the wrong time.”