investment strategies

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement May 8, 2023 by Tony Yoseloff · across every show →

Everything said about investment strategies, oldest first

May 8, 2023 neutral
Insight
Firms maximize success by launching adjacent strategies rather than wandering afield
“I want to make sure if we're doing new things that we're maximizing our chances of success. And I think you can maximize your chance of success if you're already doing it in some guise, or it fits in nicely and neatly to what you're doing versus going too far …”
Tony Yoseloff May 8, 2023 ▶ 30:23 Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
Oct 13, 2025
Insight
Set Go/No-Go Termination Criteria at Strategy Launch, Not Years Later
“Three years, if we're going to make a go, no go, what's the decision criteria going to be? Put them down on paper now, not in two years and 11 months as to what the decision criteria are going to be.”
John Graham Oct 13, 2025 ▶ 40:32 John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
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