U.S. Large Cap Equities
topic on 1 show · 3 statements across 3 episodes
3 statements about U.S. Large Cap Equities, every show
Portfolios targeting 9% to 10% long-term returns do not need venture capital
“If you told me that your target return over the long haul was nine or 10%, which is going to be U.S. Large cap equities in long-term capital market assumptions, you don't need to venture in your portfolio to achieve that.”
Barth: BBR stays passive in US large-cap equities, avoids L/S funds
“We are passive for US large cap equities. We've been passive Since day one, we own significantly fewer long short equity hedge funds, and we don't do any that do US large cap stocks, with the exception of industrial focused firm that is doing some market timin…”
Bank: Portfolio diversification died after 2015 as US large-caps dominated
“The second phase I like to characterize as the death of diversification in 2015 onwards, which is the more simplistic the portfolio, the better from a returns perspective. The more U.S. Large cap equities you owned, the better your portfolio did, and you reall…”