Kimberly Sargent

6 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Aug 14, 2023 by Kimberly Sargent · across every show →

On the record as a speaker too: Kimberly Sargent's record, appearances and statements → this page counts the times other people say the name.

Everything said about Kimberly Sargent, oldest first

Aug 14, 2023 neutral
Insight
Sargent: Lateral moves into endowment investing are hard because talent is homegrown
“It's hard when you're this experience to make a lateral move into the endowment and foundation space. It's very much homegrown in terms of its talent. The leadership opportunities don't open up that often because people tend to stay in the industry.”
Kimberly Sargent Aug 14, 2023 ▶ 51:17 Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
Aug 14, 2023
Insight
Sargent: Asking for top 5% rankings cuts through polite reference bias
“Often I will ask a quantitative question. I will force people to rank the person that we're talking about on some metric because you can have a positive, lukewarm reference call, and then when you say, is this one of the top five percent of investors that you …”
Kimberly Sargent Aug 14, 2023 ▶ 34:33 Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
Aug 14, 2023 bearish
Prediction Not checkable as stated
Sargent: Investors will regret shifting to passive investing in 2023
“I think probably we're going to look back at this moment in time and say, that was a really bad time to go passive.”
Kimberly Sargent Aug 14, 2023 ▶ 39:10 Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
Aug 14, 2023
Disclosure
Sargent: Packard avoids investments unless the team shares CIO excitement
“Obviously, I have the final say. I'm responsible. I'm the CIO. But we really don't make investments where I'm the only one excited about it.”
Kimberly Sargent Aug 14, 2023 ▶ 35:03 Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
Aug 14, 2023 negative
Disclosure
Sargent: Packard Foundation lost money backing a short-only fund in 2015
“We also back to short only fund in 2015. Wonderful people, wonderful research, but it was a really, really tough time and they ended up going out of business and we lost a lot of money feeding the beast over those years.”
Kimberly Sargent Aug 14, 2023 ▶ 54:41 Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
Aug 14, 2023 positive
Disclosure
Sargent: Packard adopted a hybrid generalist-specialist investment team model
“I do think in the early days, we tried to have a hundred percent generalist model. And philosophically, I love that. I think working on different things makes you a better investor. I think being generalist is more fun. And I also think and sense competition f…”
Kimberly Sargent Aug 14, 2023 ▶ 30:30 Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
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