public equity managers

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 17, 2018 by Tim McCusker · across every show →

Everything said about public equity managers, oldest first

Dec 17, 2018 negative

Insight

Quantitative filtering reliably predicts persistent manager underperformance

“It's very predictive on the bottom half. The managers that are drifting down towards the bottom tend to continue underperforming. So it allows us to say, cut the universe in half.”

Tim McCusker Dec 17, 2018 ▶ 29:17 Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)

May 20, 2019 positive

Insight

Recker: Evaluating public equity managers requires a full 7-8 year cycle

“And so we truly try and take, you know, a five to 10 year horizon with each of those managers. We think of business cycle of seven to eight years, and some of those managers need the full business cycle to make sure their strategy works.”

Tim Recker May 20, 2019 ▶ 49:01 Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)

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public equity managers

Everything said about public equity managers, oldest first

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