Investment Performance

topic on 2 shows · 5 statements across 5 episodes

Capital Allocators 20VC

5 statements about Investment Performance, every show

Breitfelder: Teams with constructive conflict consistently deliver better investment performance
“Surprise, surprise, a team that's firing on all cylinders and it's really working and has really good constructive conflict. In my experience, you just saw better investment performance over and over again.”
Matt Breitfelder Jun 26, 2023 ▶ 42:41 Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
20VC Insight
Measuring Fund Success by Deployed Capital Causes Real Trouble
“Just, you met, if you measure yourself by the amount of money you put out the door, we believe it costs real trouble. You want to measure yourself by the performance and the value that you create investing that money.”
Steve Pagliuca Feb 11, 2023 ▶ 28:53 Celtics Owner Steve Pagliuca: What Went Wrong with the Chelsea FC Acquisition | 20VC #976 · 20VC with Harry Stebbings
Berntsen: Successful Managers Shift From Competing on Performance to Status
“Once you're successful, you go from competing on performance and self-improvement to competing on status or legacy. And that's all great for humanity, but I'm not sure it's great for performance. In your day job.”
Erik Serrano Berntsen Oct 18, 2021 ▶ 49:44 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
Thomas: Client Retention in Asset Management Depends on More Than Investment Returns
“We talk about investment performance and it is important, but investment performance is mean reverting. Which means that even when you're a great investor, you're not gonna have the top, in a sense, performing funds or products or however you measure it all th…”
Shundrawn Thomas Aug 24, 2020 ▶ 47:55 Diversity, Equity & Inclusion 3: Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153)
Zorub: Asset growth is unequivocally the enemy of investment performance
“Again, I think if you're prioritizing performance, you recognize that asset growth is the enemy of performance. There's no question about that.”
David Zorub Apr 22, 2019 ▶ 47:21 David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)

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