Duration Advantage

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Duration Advantage, every show

CAPITAL ALLOCATORS Insight

Having a long duration capital advantage does not play in public markets

“If duration's our advantage, it doesn't really play in public markets.”

Gregg Lemkau Jan 9, 2023 ▶ 37:20 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)

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