investment performance

4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Apr 22, 2019 by David Zorub · across every show →

Everything said about investment performance, oldest first

Apr 22, 2019 negative
Insight
Zorub: Asset growth is unequivocally the enemy of investment performance
“Again, I think if you're prioritizing performance, you recognize that asset growth is the enemy of performance. There's no question about that.”
David Zorub Apr 22, 2019 ▶ 47:21 David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
Aug 24, 2020 neutral
Insight
Thomas: Client Retention in Asset Management Depends on More Than Investment Returns
“We talk about investment performance and it is important, but investment performance is mean reverting. Which means that even when you're a great investor, you're not gonna have the top, in a sense, performing funds or products or however you measure it all th…”
Shundrawn Thomas Aug 24, 2020 ▶ 47:55 Diversity, Equity & Inclusion 3: Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153)
Oct 18, 2021 negative
Insight
Berntsen: Successful Managers Shift From Competing on Performance to Status
“Once you're successful, you go from competing on performance and self-improvement to competing on status or legacy. And that's all great for humanity, but I'm not sure it's great for performance. In your day job.”
Erik Serrano Berntsen Oct 18, 2021 ▶ 49:44 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
Jun 26, 2023 positive
Insight
Breitfelder: Teams with constructive conflict consistently deliver better investment performance
“Surprise, surprise, a team that's firing on all cylinders and it's really working and has really good constructive conflict. In my experience, you just saw better investment performance over and over again.”
Matt Breitfelder Jun 26, 2023 ▶ 42:41 Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
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