Duke

4 statements across 4 episodes · 0 bullish · 1 bearish · 4 people on the record · first statement Jan 22, 2018 by Bill Spitz · across every show →

Everything said about Duke, oldest first

Jan 22, 2018 neutral

Assertion Not checkable as stated

Spitz: Most Mid-1980s Endowments Kept Conservative, Simple Portfolios

“In general, I think endowment portfolios were still relatively conservative and relatively simple in their structure. Now, Harvard had obviously evolved. Yale was beginning to evolve. Notre Dame and Duke and some others were starting down that path, but it was…”

Bill Spitz Jan 22, 2018 ▶ 5:59 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)

Jun 17, 2019 bearish

Prediction Not checkable as stated

Wertheim: Most sports bettors will lose; only quantitative models will win

“People that place bets based on emotion are going to get burned. I think we're going to have a lot of conspiracy theories. I think there are going to be very few winners, and I think like Investing in general. I think there are going to be winners that are goi…”

Jon Wertheim Jun 17, 2019 ▶ 33:10 Jon Wertheim – Sports and… (Capital Allocators, EP. 102)

Dec 16, 2019 neutral

Disclosure

Triplett: Past returns are not a major driver in DUMAC manager selection

“Really returns aren't a big driver of our decision-making process. We want the best people in the portfolio working for Duke, and that's what we try to find.”

Neal Triplett Dec 16, 2019 ▶ 14:58 Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)

Oct 25, 2024 neutral

Assertion Not checkable as stated

MIT and Duke Have Been More Active With Emerging Managers Than Yale

“Other organizations, like MIT under Seth Alexander and Duke under Neil Triplett, have been more active in the emerging manager space in recent years.”

Ted Seides Oct 25, 2024 ▶ 5:37 WTT: Yale Backs Emerging Managers… and Then What?

Duke

Everything said about Duke, oldest first

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