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asset class

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 2, 2017 by Ellen Ellison · across every show →

Everything said about asset class, oldest first

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)
Oct 13, 2025
Insight
Institutional Investors Destroy Capabilities by Killing Programs During Cyclical Downturns
“Every asset class will have its moment in the sun. Every geography will have its moment in the sun. It'll also have its moment in the shade, and you can't kill a program every time it goes into the shade, or you won't have anything after so many years.”
John Graham Oct 13, 2025 ▶ 36:00 John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
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