Illiquids

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Illiquids, every show

Marshall: Hewlett Foundation maintains 50% illiquid assets and 5% cash buffer
“We have probably about 50% of the portfolio in illiquids. So we have about, I would say four to five percent in cash, some so that we can bridge what should be the contribution to pay out, and some so we can lean into dislocations.”
Ana Marshall Dec 19, 2022 ▶ 21:46 Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
Lewinsohn: Chasing illiquid yield in frothy markets destroys portfolio flexibility
“When markets get very frothy, illiquids become in vogue, and they end up not returning a lot. If all of a sudden you're being pitched a lot of nine percent illiquids, you maybe really want to realize that you're creating a situation where if the world changes,…”
Jonathan Lewinsohn Aug 5, 2021 ▶ 36:13 Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)

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