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agriculture

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Oct 2, 2017 by Ellen Ellison · across every show →

Everything said about agriculture, oldest first

Oct 2, 2017 bullish
Disclosure
Illinois endowment targets a massive 10% to 20% allocation to agriculture
“I think it should be a significant part of the portfolio all in, so I would say somewhere between 10 and 20% over time.”
Ellen Ellison Oct 2, 2017 ▶ 38:24 Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
Oct 2, 2017 bullish
Assertion Supported
Ellison: Agriculture was the best-performing asset class for the decade ending 2012
“Fortunately or unfortunately, the last cycle peaked in 2012, but ag really was the best performing asset class for the decade ending 2012.”
Ellen Ellison Oct 2, 2017 ▶ 27:48 Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
Jun 5, 2023 bearish
Opinion
East Rock avoids credit, core real estate, and infrastructure as low-reward
“Some of the differences, first, there are a set of Areas that endowments seem to like to invest in that to us seemed like poor returns on risk. And so those included for most of the 16 years we've been doing this, most of credit has fallen in that category. Wh…”
Adam Shapiro Jun 5, 2023 ▶ 43:04 Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
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