Equity Managers

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Equity Managers, every show

Partners Capital's multi-factor benchmark eliminates 95% of public equity managers
“We run massive regressions against their historical performance, and we attribute that performance to certain factors that we can replicate, and we create the multi-factor replication benchmark, and if they didn't beat that by a significant amount, they don't …”
Stan Miranda Aug 21, 2023 ▶ 25:35 Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Spitz: Institutional Equity Managers Generally Ignore Tax Implications
“Particularly on the equity side, one of the things we do is pay attention to tax efficiency, and whether the, you know, a lot of managers, primarily those who deal with institutional portfolios, don't think about taxes, so we do try to find managers who will t…”
Bill Spitz Jan 22, 2018 ▶ 27:17 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)

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