Non US Markets
topic on 1 show · 2 statements across 2 episodes
2 statements about Non US Markets, every show
Casey Whelan: Non-US markets offer rare alpha and beta combination
“Alpha, you've always had to some degree in the non-US markets because they're inefficient. That's why we've always liked them, but you now have the beta. You have the valuation piece, and so you can get those two pieces like Brett said together. It's compellin…”
Clarke admits he under-resourced Blue Owl's early international expansion efforts
“The other thing that I made a mistake on was I probably didn't add resources as quickly as I should have. An organization should never become bloated, but I probably over-indexed that I had to play catch up for a little bit. Not perfect, but I think we got the…”