families

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement May 6, 2019 by Jon Hirtle · across every show →

Everything said about families, oldest first

May 6, 2019 neutral
Insight
Factor strategies are less effective for taxable families due to trading friction
“Families, it's a little different than institutions, because a lot of these factor weights like momentum and valuation and quality are pretty heavily traded. So they're not as effective for families as they are for institutions.”
Jon Hirtle May 6, 2019 ▶ 23:16 Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
Aug 29, 2022
Insight
Bitar: Economic Power in Latin America Concentrates in Family Business Groups
“Capital markets are not what you have here in the U.S., and so the core of savings and economic power actually lies in families mostly.”
Rodrigo Bitar Aug 29, 2022 ▶ 9:03 Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
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