equity managers
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 22, 2018 by Bill Spitz · across every show →
Everything said about equity managers, oldest first
Jan 22, 2018 negative
Spitz: Institutional Equity Managers Generally Ignore Tax Implications
“Particularly on the equity side, one of the things we do is pay attention to tax efficiency, and whether the, you know, a lot of managers, primarily those who deal with institutional portfolios, don't think about taxes, so we do try to find managers who will t…”
Aug 21, 2023 neutral
Partners Capital's multi-factor benchmark eliminates 95% of public equity managers
“We run massive regressions against their historical performance, and we attribute that performance to certain factors that we can replicate, and we create the multi-factor replication benchmark, and if they didn't beat that by a significant amount, they don't …”