The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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CAPITAL ALLOCATORS Assertion Not checkable as stated
Cocke: A $10 billion endowment likely paid $500M in fees in 2021
“I would bet that if you looked at a ten billion dollar endowment in fiscal year, 20, 21, it would shock me if they didn't pay at least Five hundred million dollars in fees in fiscal year, 20, 21. It wouldn't surprise me if it's even higher than that.”
Chas Cocke Nov 29, 2021 ▶ 28:00 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
CAPITAL ALLOCATORS Assertion Partly supported
Cocke: UVIMCO allocated over 55% of its portfolio to hedge funds in 2002
“I got down there, and they had 55% in hedge funds, and it was going higher. Almost nothing in loan only, and the rest in privates.”
Chas Cocke Nov 29, 2021 ▶ 10:38 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
CAPITAL ALLOCATORS Assertion Supported
Cocke: Valuing MoneyGram's digital unit at 7x revenue would double its stock
“MoneyGram, the whole company trades for less than one times revenue. And if all you did was put seven times revenue on just the digital business, the stock would be a double from here. That would give no value to everything else.”
Chas Cocke Nov 29, 2021 ▶ 40:17 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
CAPITAL ALLOCATORS Assertion Supported
Cocke: Smith College agreed to back Alice Handy as Investure's first client
“And she had a conversation with Smith College where they basically said, we'll back you. We'll become your first client. Why don't you go create this kind of OCIO, this outsource chief investment officer model”
Chas Cocke Nov 29, 2021 ▶ 17:18 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Cocke: Concentrated 10-position equity managers were distinctly uncommon in early 2000s
“A concentrated long manager who might only have 10 positions at that time was distinctly uncommon, but that was also the kind of thing that would have fallen within my purview.”
Chas Cocke Nov 29, 2021 ▶ 11:42 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
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