Smaller Firms

topic on 2 shows · 2 statements across 2 episodes

Invest Like the Best Capital Allocators

2 statements about Smaller Firms, every show

INVEST LIKE THE BEST Assertion Not checkable as stated
Factory-Model Investing Began Spreading Across Asset Managers in 2018
“It filtered down to midsize firms, smaller firms for a whole bunch of reasons, but this whole factory model behavior started to reveal itself in 2018.”
Alan Waxman Apr 8, 2026 ▶ 20:29 What 100 Years of American Finance Tells Us About Today · Invest Like The Best
Assaf: ICG focuses diligence on smaller investment managers to find edge
“They tend to be smaller than larger. They're not managing Hundreds of billions of dollars generally. So we spend way more of our time looking at smaller firms than we do at larger firms.”
Jeff Assaf Jul 29, 2024 ▶ 18:05 Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)

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