hedge fund portfolio

also referred to as: hedge fund portfolios

5 statements across 5 episodes · 1 bullish · 1 bearish · 5 people on the record · first statement Dec 18, 2017 by Ted Seides · across every show →

Everything said about hedge fund portfolio, oldest first

Dec 18, 2017
Insight
Large pensions are now satisfied with a 2% return from hedge funds
“At the same time, the required rate of return that many institutions have for their hedge fund portfolio has just gone down and down and down and down and down. So that the large pension fund who is using hedge funds, not as an asset class, so they're not taki…”
Ted Seides Dec 18, 2017 ▶ 44:05 Deep Dive into Hedge Funds (Capital Allocators, EP.34)
Apr 13, 2020 neutral
Disclosure
Robertson: Oxford endowment integrates hedge funds directly into global equity portfolio
“We don't have a hedge fund portfolio. We will have hedge fund link managers in our global equity portfolio.”
Sandra Robertson Apr 13, 2020 ▶ 43:22 Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
May 29, 2023 negative
Insight
Bergstrom: Strategy asset allocation is a hard way to add value in hedge funds
“Asset allocation being something we think about episodically, but we think a hard way to add value in hedge fund portfolios.”
Craig Bergstrom May 29, 2023 ▶ 10:44 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
Apr 22, 2024
Opinion
Morehead: Endowments are less complex than hedge fund portfolios
“At the end of the day, running an endowment isn't any different than running any other portfolio. In fact, based on what endowments are invested in, they're a lot less complex than a lot of hedge fund portfolios. They're predominantly long biased.”
David Morehead Apr 22, 2024 ▶ 13:46 David Morehead – Top Down Allocation at Baylor (EP.381)
Mar 10, 2025 positive
Disclosure
O'Leary: Foundation secures core anchor managers before adding satellite positions
“We're going to do some of the standard seasoned managers that are going to be In a lot of cases, core positions in most portfolios will have some of that, and I think that's a fine strategy to have, especially in some of the slices of the portfolio where we're…”
Shannon O'Leary Mar 10, 2025 ▶ 52:30 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
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