generalist model

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 20, 2019 by Tim Recker · across every show →

Everything said about generalist model, oldest first

May 20, 2019 negative
Opinion
Recker: Generalist investment team models suffer from poor accountability
“Cause I think that's the issue with the journalist models accountability.”
Tim Recker May 20, 2019 ▶ 39:46 Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
Dec 2, 2019 positive
Insight
Martin: Generalist allocator teams better evaluate cross-asset comparative risk-return
“I think what's great about the generalist model is everybody thinks about the comparative risk return of any investment, and that's super helpful. So somebody looking at real estate will be able to say this real estate manager is really interesting, but it's m…”
Anne Martin Dec 2, 2019 ▶ 37:00 Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
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