platform
also referred to as: platforms
6 statements across 4 episodes · 4 bullish · 2 bearish · 5 people on the record · first statement Apr 15, 2021 by Jesse Walden · across every show →
Everything said about platform, oldest first
Apr 15, 2021 bullish
May 29, 2023 positive
Fagan: Multi-manager platforms have historically beaten equity returns with bond-like volatility
“Now with these platforms that we're talking about, if you look over the last three, five, 10, or even 20 to 30 years in cases where they've been around for that long, and there are some that have, the platforms have actually outperformed equities on a total re…”
May 29, 2023 bullish
Blitz: Passive and pod shop flows create alpha vacuum for stock pickers
“So what's happened the last 1012 years, you've had a lot more money flow into passive investments versus active investments, and you've had a lot of money flow into the platforms, which Not to paint a broad brush, but generally are shorter term traders. And so…”
Jan 15, 2024 negative
Michelakis: Single-Manager Equity Funds Resist Rigorous Performance Measurement
“I'd say data is something that people struggle with. Embracing data seems to be a challenge, at least in the long, short equity space. I'm sure I'll hear a lot of people say, no, that's not true, because they scrape data. But it's as simple as, okay, you keep …”
Jan 15, 2024 positive
Michelakis: Platforms Define Talent Contracts Clearly While Single-Manager Expectations Remain Fluid
“And I think, again, the platforms, they got that right, because the contract gets set very clearly on day one. Whereas in the single manager contract, I think it's often quite fluid, and people are just expected to do more as they stay with the firm.”
Oct 28, 2024 negative
Sandler: Collaborative funds beat joining platforms or launching solo firms
“They have to realize that they're good investors, but they could be great inside of this system, and therefore, a solid piece of this pie is better than signing up to live and die by every other own decision, let's say if you went to a platform, or having to b…”