alternative assets
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 2, 2024 by Chris Heller · across every show →
Everything said about alternative assets, oldest first
Dec 2, 2024 positive
Heller: Alternatives' promise is early outsized returns and idiosyncratic diversification
“What was the original promise of alternatives? It's twofold. It is first, by being early to finding an asset or an idea or an investment, you can extract outsized returns before the world finds them. And secondly, finding assets that have non-correlated idiosy…”
Mar 3, 2025 negative
Zorub: LP institutionalization forces alternative managers into narrow, sub-optimal strategies
“I think as alternative assets have institutionalized, managers have been asked to take on narrower and narrower strategies with very strong financial incentives, but the nature of investing is such that opportunity sets are transient.”