Passive Capital

topic on 2 shows · 4 statements across 4 episodes

Capital Allocators 20VC

4 statements about Passive Capital, every show

Khoury: Passive Capital Inflates REITs Paying Unsustainable Dividends
“If you've got a significant amount of passive capital, which the REIT market now does, and a passive capital doesn't really care about anything, oftentimes securities can trade at levels that are higher than they otherwise would be because they're paying divid…”
John Khoury Dec 1, 2025 ▶ 27:14 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
Geremia: Obsessive Growth at Any Cost and Passive Capital Have Hit Limits
“I think what we're seeing today is that obsessive growth at any cost is over. I think we're seeing the limitations of passive capital. I think we're seeing the limitations of short-term alpha. I think we're going to start to desperately realize how important l…”
Carol Geremia Dec 15, 2022 ▶ 29:33 Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)
20VC Insight
Anton Levy: Passive venture capital commoditizes quickly, competing solely on price
“I think that the passive capital commoditizes really fast. If you're looking for passive capital and you're saying, give me money at the highest price and leave me alone. Just give me the capital. At that point, what really matters to you? What really matters …”
Anton Levy Feb 23, 2022 ▶ 9:17 The Tiger Global Memo: From Sequoia Capital to Benchmark and Thrive: The World's Best on the Rise of Tiger Global
20VC Insight
Levy: Passive venture capital commoditizes extremely fast
“I think that the passive capital commoditizes really fast.”
Anton Levy Oct 5, 2021 ▶ 18:03 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic

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