Niche Asset Classes
topic on 1 show · 2 statements across 1 episodes
2 statements about Niche Asset Classes, every show
Heller: Inbound consultant interest signals it is time to exit a niche asset
“Just for us who are trying to be on the cutting edge, generate returns that we need. Once everyone's asking about it, probably time to think about moving on.”
Heller: Entering undiscovered asset classes yields outsized returns before competition arrives
“One prong is being early to an asset class before competition and capital has competed away returns. Is useful and beneficial, and we came at this first and foremost from a return perspective. You can be early to a place where the world hasn't found yet. That'…”