Ivy League endowments

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jun 30, 2025 by Brett Barth · across every show →

Everything said about Ivy League endowments, oldest first

Jun 30, 2025 bullish
Prediction Not checkable as stated
Barth: Retail flows will swamp Ivy League endowment private market capital
“And notwithstanding the endowment headlines, we think a much bigger fund flow that's going to swamp that is the democratization. It's the retail flows. Almost everything we're doing in illiquids is either to get paid to access that, seed things that can take a…”
Brett Barth Jun 30, 2025 ▶ 12:11 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
Jun 30, 2025 positive
Assertion Supported
Barth: Ivy League endowments are structurally tax-efficient through VC and low-turnover equity
“The big Ivy League endowments haven't been huge private credit owners. They've done a lot of Growth equity in VC, it's actually pretty tax efficient, and they've done a lot of public equity that's not been high turnover.”
Brett Barth Jun 30, 2025 ▶ 25:53 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
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