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Dockside

6 statements across 1 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 11, 2026 by Tony Caruso · said 45 times in 1 episodes since 2026 · across every show →

Mentions by year

brought up most by Ted Seides (18), Derek Drummond (14), Will England (9), Tony Caruso (4)

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2026 45 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Dockside, oldest first

May 11, 2026 positive
Insight
Combining low-correlation 0.9 Sharpe managers yields a 2.5 portfolio Sharpe
“Across a number of lowish sharps, you get a good net final sharp. The overall portfolio sharp can grow from any single PM is .nine, but the overall portfolio is two and a half plus.”
Tony Caruso May 11, 2026 ▶ 31:20 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
May 11, 2026 positive
Insight
Three days of managed account transparency beats three years in a fund
“Derek and I have joked before, you learn more about a manager on three days on Dockside than three years if you invested in a fund. You understand what they do, what their portfolio looks like, how it evolves.”
Tony Caruso May 11, 2026 ▶ 28:05 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
May 11, 2026 neutral
Assertion Not checkable as stated
UTIMCO has roughly $7 billion allocated through the Dockside platform
“It's currently around seven billion of GMV.”
Tony Caruso May 11, 2026 ▶ 9:35 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
May 11, 2026
Assertion Not checkable as stated
Managed accounts cut SWIB's diligence timeline from months to weeks
“Our typical write-up is about 40 pages plus and probably takes us Three months to get a deal done in our main hedge fund portfolio. Here, if we find somebody we really like, we could probably get three, four weeks, a 10 to 15 page write-up, and it's much more …”
Derek Drummond May 11, 2026 ▶ 27:05 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
May 11, 2026
Disclosure
UTIMCO targets 20 to 30 portfolio managers for its managed accounts
“For the manage account platform, we're not looking for 350 PMs. We're looking for 20 to 30. We're going to do a lot of work on them.”
Tony Caruso May 11, 2026 ▶ 24:29 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
May 11, 2026 neutral
Disclosure
SWIB uses a 17-manager managed account platform as a talent incubator
“We came up with this heuristic, so we have 17 PMs, and we're managing like it's a portfolio, but if we get confidence in that manager enough, they can graduate and become their own line item in our hedge fund portfolio. As we get more and more confidence, we c…”
Derek Drummond May 11, 2026 ▶ 30:13 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
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