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niche asset classes

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 24, 2022 by Chris Heller · across every show →

Everything said about niche asset classes, oldest first

Mar 24, 2022 positive
Insight
Heller: Entering undiscovered asset classes yields outsized returns before competition arrives
“One prong is being early to an asset class before competition and capital has competed away returns. Is useful and beneficial, and we came at this first and foremost from a return perspective. You can be early to a place where the world hasn't found yet. That'…”
Chris Heller Mar 24, 2022 ▶ 10:10 Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
Mar 24, 2022
Insight
Heller: Inbound consultant interest signals it is time to exit a niche asset
“Just for us who are trying to be on the cutting edge, generate returns that we need. Once everyone's asking about it, probably time to think about moving on.”
Chris Heller Mar 24, 2022 ▶ 41:56 Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
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