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Notre Dame

6 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Sep 18, 2017 by Scott Malpass · across every show →

Everything said about Notre Dame, oldest first

Sep 18, 2017 neutral
Assertion Supported
Notre Dame's entire core endowment investment team consists of alumni
“All of the core investment team are Notre Dame alumni.”
Scott Malpass Sep 18, 2017 ▶ 10:19 Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
Sep 18, 2017 positive
Assertion Partly supported
Notre Dame was the only top-20 endowment not to cut post-2008 spending
“I think we were the only endowment in the top 20 major endowment that did not cut endowment spending.”
Scott Malpass Sep 18, 2017 ▶ 15:20 Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
Sep 18, 2017 neutral
Insight
Endowments without large direct PE strategies do not need permanent foreign offices
“We decided that unless you're really, like, if you're a big pension fund doing a lot of direct private equity, you know, probably be on the ground. We don't need to be right now.”
Scott Malpass Sep 18, 2017 ▶ 34:44 Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
Sep 18, 2017 neutral
Disclosure
Notre Dame sizes private fund commitments based on absolute downside risk tolerance
“I look at almost any private fund, how much can we afford to lose? I know that's probably Too conservative, to be honest, because we do such a great job of getting the right people, but I do think of that. So we probably could be a little more aggressive there…”
Scott Malpass Sep 18, 2017 ▶ 1:05:27 Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
Jan 22, 2018 neutral
Assertion Not checkable as stated
Spitz: Most Mid-1980s Endowments Kept Conservative, Simple Portfolios
“In general, I think endowment portfolios were still relatively conservative and relatively simple in their structure. Now, Harvard had obviously evolved. Yale was beginning to evolve. Notre Dame and Duke and some others were starting down that path, but it was…”
Bill Spitz Jan 22, 2018 ▶ 5:59 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Jun 8, 2020 positive
Assertion Supported
High active share funds with long holding periods significantly outperformed
“And what they found was those funds from 1994 that had high active share. They were very different from the benchmark and they had high fund duration. They had long holding periods. They significantly outperformed.”
Wendy Cromwell Jun 8, 2020 ▶ 19:43 Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
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