Multi Managers

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Multi Managers, every show

Capacity constraints prevent UTIMCO from expanding allocations to major multi-managers
“We can't grow much more with these multi-managers, A, because they're closed, B, because their liquidity terms are a three-year or five-year slow pay.”
Tony Caruso May 11, 2026 ▶ 39:01 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
Baker: Multi-manager hedge funds are driven by a few star pods
“At a lot of these multi-managers, there are a couple of pods, and maybe I am out of date, who are running a disproportionate amount of money with really good returns. The reason they have a disproportionate amount of money is because they have a long history o…”
Gavin Baker Mar 2, 2026 ▶ 51:19 Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)

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