Trophy Assets

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Trophy Assets, every show

Arndt: Passive Trophy Assets Will No Longer Reliably Reward Capital
“We don't think set and forget trophy assets are that exciting, because there's no reason to think that you'll just get rewarded for having capital, and so you need to have strategies that actually create something of worth that people want to pay for”
Raphael Arndt Jan 29, 2024 ▶ 21:16 Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)

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