Cliff Asness
10 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Mar 9, 2020 by Christy Hamilton · said 28 times in 17 episodes since 2017 · across every show →
On the record as a speaker too: Cliff Asness's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Ted Seides (12), Patrick O'Shaughnessy (4), Leigh Drogen (4), Matt Whineray (2), Shannon O'Leary (1), Michael Mauboussin (1), Kip McDaniel (1), Jon Glidden (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 3 mentions in 2 episodes 2 per episode
2024 5 mentions in 3 episodes 2 per episode
2022 4 mentions in 1 episode
2021 2 mentions in 1 episode
2020 1 mention in 1 episode
2019 9 mentions in 5 episodes 2 per episode
- Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
- Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
- Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
- Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
- every mention in 2019, scene by scene →
2018 1 mention in 1 episode
2017 2 mentions in 2 episodes 1 per episode
Everything said about Cliff Asness, oldest first
Mar 9, 2020 neutral
Hamilton: Allocators shouldn't disqualify managers like Cliff Asness over politics
“What kind of society are we if we, like, shut him out, or somehow think that, you know, we can't invest with him or his team just because of his views? I just, I find that to be completely ridiculous. I mean, obviously, if he laundered money, right, you can't,…”
Jun 2, 2022 positive
Drogen: Starkiller models its investment approach on AQR and Tiger Global
“We try and pattern ourselves off of some mix of AQR and Tiger Global, and I think he's done it right, and he's taken his lumps along the way sometimes, but Times like this, he gets to come back and say, Hey, look, you know, the process works.”
May 13, 2024 positive
May 13, 2024 neutral
Asness: AQR shrank by half and restructured into small research teams
“I think, and this was excruciating and had a human cost, but having to shrink by half made us make very hard decisions about being blunt, who are absolute best commando team researchers, men and women who just excel. We started out this way and we're back to t…”
May 13, 2024
Asness: Committees should scrutinize their best-performing managers alongside their worst
“One of the things I do when I'm on a committee, I'll make suggestions like, if we're bringing in our three worst managers, let's bring in our three best, too, because those are anomalous returns also. They're more pleasant to have anomalous big returns, but th…”
May 13, 2024 neutral
Asness: Personal cynicism delayed AQR's machine learning adoption by years
“I think I probably slowed us down on some of the machine learning stuff by a couple years with a little cynicism along the lines of exactly what you're talking about, that we could turn over more of the decision to the machines.”
May 13, 2024 neutral
Asness: Value spreads suggest smart money has also moved to indexing
“Given what we've seen with particularly value strategies and this fact that spreads between cheap and expensive are still considerably wider and recently hit their widest level ever, I don't think there's a lot of evidence that only the dumb money has left and…”
May 13, 2024 positive
Asness: Multi-manager pod shop model completely defied his past intuition
“If you had told me 20 years ago that here's my strategy, I'm gonna go find people I think are really good at this, Pay them a lot. Charge that to the underlying investor. So the fees are, when you add it all up, are gigantic. And then I'm going to fire them ra…”
May 13, 2024
Asness: A prolonged shallow drawdown damages asset managers more than a fast crash
“Duration of pain is as important as intensity of pain to how damaging it is to both your future life expectancy and to your business. A crash that quickly reverses itself. Almost by definition, people are tense. Why'd that crash? You have to talk about it. You…”
May 13, 2024
Asness: Investment committee members face asymmetric downside risk with no upside
“Individual members of the committee get far more punished for disasters than they get for good portfolio returns. That's true in a lot of walks of investing. I think it's particularly true of committees where they don't own anything, they don't get the upside,…”