Jason Klein
11 statements across 1 episodes · 6 bullish · 0 bearish · 1 people on the record · first statement Oct 9, 2017 by Jason Klein · said 1 times in 1 episodes since 2021 · across every show →
On the record as a speaker too: Jason Klein's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Tom Lenehan (1)
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2021 1 mention in 1 episode
Everything said about Jason Klein, oldest first
Oct 9, 2017 positive
Klein: Deep specialized niche research creates substantial institutional investment edge
“The investment world is is a is a series of smaller worlds that are quirky, that are funky, that are differently understood, that are driven by some set of underlying fundamentals in the longer term, but many sets of technicals in the near time. Taking the tim…”
Oct 9, 2017 positive
Klein: Exceptional managers are driven by production and contribution over consumption
“I think the third one would be a, what I would sort of describe as productivity, meaning an interest in being productive. We find that there are people in this world, there are managers in this world that have, by any measure of success, certainly any measure …”
Oct 9, 2017 neutral
Klein: Manager Opportunity Set Shrinks as AUM Increases
“As AUM rises, the opportunity set tends to fall. So as you gravitate towards larger managers, that larger capital base acts as a constraint on the opportunity set itself. So there's a sweet spot. That sweet spot might be measured in a small billions or a high …”
Oct 9, 2017 neutral
Klein Outlines Memorial Sloan Kettering's Target Portfolio Asset Allocation
“The pie looks like using the conventional asset allocation framework that we have, Global equities, roughly 30%. Hedged equities and uncorrelated strategies, roughly 30%. Private equity strategies, all in, roughly 20%. Real asset-based strategies, roughly 10%.…”
Oct 9, 2017
Klein: MSK Divides Managers Evenly Across Three Flexibility Tiers
“Probably a third of the managers have a very meaningful degree of genuine flexibility across many different asset classes. I'd say another third of the managers Have meaningful flexibility within their asset classes. So for example, global equity is a global e…”
Oct 9, 2017 positive
Klein: MSK backs flexible managers who trade across asset classes nimbly
“Really what we're interested in is nimbleness of capital. What we're interested in is managers that can make those real time or more real time trade-offs across asset classes and in a much more nimble format than we're ever going to be able to do.”
Oct 9, 2017 positive
Klein: Manager track records must link back to ex-ante research engines
“Ideally, you'd have a manager that has been doing
The same strategy for a long period of time.
So we should be able to see our way mapping a manager's research engine to the returns that they actually have produced.
And then if you have that benefit of the tra…”
Oct 9, 2017 neutral
Klein: True institutional risk is loss sensitivity and liquidity, not volatility
“And by risk there, I don't really mean standard deviation or volatility, but I mean, what's the sensitivity to loss? What's the sensitivity to accessing their capital? How does their capital figure into their plans and their aspirations? And understanding How …”
Oct 9, 2017 positive
Klein: Platforms Like Seeking Alpha Offer Allocators Genuine Investment Edge
“You look at the kind of information that people are sharing On Stock Guru, or Seeking Alpha, and you realize that a lot of the people that are sharing that information, or on Quora, for example, you realize that a lot of the people that are sharing information…”
Oct 9, 2017 positive
Klein: Internally competitive managers make better partners and collaborators
“I would say an internal competitiveness or competitiveness that is internally oriented. Like to find people that are driven, but driven to compete mostly with themselves to do as best as they can. As a result, hopefully that will propel them if they're skilled…”
Oct 9, 2017
Klein: MSK tests manager allocations using a '30 questions' diligence framework
“One of the earlier stages of the gestation period, as it were, something that we call 30 questions. We've got a group of 30 questions that we've put together. Again, it's meant to be informative. It's not meant to be prescriptive, but we're looking at, do we u…”