portfolio allocation limits

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 24, 2023 by Kipp deVeer · across every show →

Everything said about portfolio allocation limits, oldest first

Jul 24, 2023 neutral
Disclosure
Ares Caps Single-Position Fund Allocations Mostly Under One Percent
“We really don't like running portfolios probably more than two and a half percent positions just from an overall risk management perspective, but we're big enough now that most of the allocations to funds are less than one percent.”
Kipp deVeer Jul 24, 2023 ▶ 46:28 Kipp deVeer – The World of Private Credit at Ares (EP.329)
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