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big funds

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 24, 2018 by Raphael Arndt · across every show →

Everything said about big funds, oldest first

Sep 24, 2018 positive
Prediction Not checkable as stated
Arndt: Big funds internalizing real assets will force industry-wide change
“What's happening in infrastructure and properties, the big funds, rather than doing that, they're internalizing, as you pointed out, and that is creating pressure on the industry. And that will force change.”
Raphael Arndt Sep 24, 2018 ▶ 1:25:04 Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
Jun 30, 2025 bearish
Assertion Not checkable as stated
Whelan: Retail concentration in mega-funds starves mid-sized managers
“Most of that is going into the big funds, the brand names. You even see in real estate where the mid-sized funds can't raise capital. So you have a big gap and a weird inefficiency in the lower end because a lot of institutional capital now can't reach it.”
Casey Whalen Jun 30, 2025 ▶ 12:41 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
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