Church Commissioners for England

6 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Apr 3, 2023 by Tom Joy · said 9 times in 1 episodes since 2023 · across every show →

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Everything said about Church Commissioners for England, oldest first

Apr 3, 2023 negative
Insight
Joy: Asset size is a real hindrance to active fund performance
“I mean, size is a real hindrance to performance.”
Tom Joy Apr 3, 2023 ▶ 33:25 Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
Apr 3, 2023
Disclosure
Church Commissioners holds at least two years of unencumbered cash
“We always hold at least two years worth of unencumbered cash from a distribution perspective, net of the income we're going to get.”
Tom Joy Apr 3, 2023 ▶ 28:13 Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
Apr 3, 2023
Disclosure
Joy: Church Commissioners holds 13% to 14% in private equity, split evenly between buyout and VC
“So we've been in private equity investing since the mid-nineteen nineties. It's roughly about 13 to 14% of our overall book, which is a sizable amount, but it's not nearly as big as some other investors have. I'm happy with that. It's roughly split equal betwe…”
Tom Joy Apr 3, 2023 ▶ 46:55 Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
Apr 3, 2023 bearish
Opinion
Joy: Aggregate hedge fund industry does not justify its fees
“If I was to talk generically about the hedge fund industry, I would say that probably on balance, At an aggregate level, that industry doesn't justify its fees or its role in the portfolio, because on a net of fee basis, it's really not going to give clients …”
Tom Joy Apr 3, 2023 ▶ 32:24 Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
Apr 3, 2023
Disclosure
Joy lets manager access dictate Church Commissioners' venture capital allocation
“So I don't target a VC allocation. I target VC managers, and I will take what I can get from the managers that I'm targeting. We have a very concentrated book of managers, and our allocation, if you like, is what drops out of the access we can get with the man…”
Tom Joy Apr 3, 2023 ▶ 47:15 Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
Apr 3, 2023
Disclosure
Joy: Church Commissioners allocates 40% to public equities, including 8% defensive long/short
“Roughly speaking, 40% of our fund is in public equities. Of that, roughly, 32% is in traditional public equities, and about eight percent is in In long short, what we label defensive equity.”
Tom Joy Apr 3, 2023 ▶ 45:18 Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
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