large institutional investors

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 3, 2018 by Sarah Williamson · across every show →

Everything said about large institutional investors, oldest first

Sep 3, 2018 neutral
Insight
Williamson: Big investors profit from corporate value growth over alpha extraction
“Increasingly, particularly big investors recognize that the money that they're going to make is not necessarily by harvesting alpha and beating the other guy. It's by having economic value of those companies actually grow and generate revenues and innovation a…”
Sarah Williamson Sep 3, 2018 ▶ 13:19 Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
Sep 9, 2019 positive
Opinion
Whineray: Agriculture remains early in lifecycle due to lack of scale
“I think farming is, and agriculture is still earlier in the life cycle one. I think that because It's just hard to get scale in that, right? So whereas in a, you might be able to buy a billion dollar forest, You can't buy a billion dollar farm. You come to New…”
Matt Whineray Sep 9, 2019 ▶ 50:04 Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
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