Aperture Investors, every mention

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every year anyone Ted Seides 8Peter Kraus 8

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Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14) Feb 3, 2020 · 16 mentions

  • ▶ 4:11 Ted Seides My guest on today's first meeting is Peter Krause, the chairman and CEO of Aperture Investors, a five billion dollar asset manager he founded after a storied four decade career on Wall Street, including heading the investment management… 4 times in the scene
  • ▶ 32:24 Ted Seides So that leads to the formation of Aperture.
  • ▶ 37:44 Ted Seides As you roll this up into Aperture's business model, why don't you touch on what the business looks like today? 2 times in the scene
  • ▶ 44:55 Peter Kraus That is the basic portfolio theory of Aputure. 4 times in the scene
  • ▶ 52:32 Ted Seides So when you're screening through potential PMs for Aperture, do you tend to look at portfolio managers that are more experienced so you can dive into examples of that, or are you looking at someone who's been a very successful analyst who…
  • ▶ 1:04:28 Peter Kraus Even Aperture, I'm going to pick people that aren't going to work, and I need to be able to be able to figure that out.
  • ▶ 1:11:00 Peter Kraus I've learned a little bit, but professionally, Aperture's been an eye-opening experience. 3 times in the scene
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