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multi-managers

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 2, 2026 by Gavin Baker · across every show →

Everything said about multi-managers, oldest first

Mar 2, 2026 neutral
Opinion
Baker: Multi-manager hedge funds are driven by a few star pods
“At a lot of these multi-managers, there are a couple of pods, and maybe I am out of date, who are running a disproportionate amount of money with really good returns. The reason they have a disproportionate amount of money is because they have a long history o…”
Gavin Baker Mar 2, 2026 ▶ 51:19 Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
May 11, 2026 negative
Disclosure
Capacity constraints prevent UTIMCO from expanding allocations to major multi-managers
“We can't grow much more with these multi-managers, A, because they're closed, B, because their liquidity terms are a three-year or five-year slow pay.”
Tony Caruso May 11, 2026 ▶ 39:01 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
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