real asset program

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 24, 2020 by Doug Phillips · across every show →

Everything said about real asset program, oldest first

Feb 24, 2020 bearish
Disclosure
Rochester is winding down its real assets allocation after disappointing performance
“Then we have a real asset program, which is real estate, oil and gas, natural resources that is winding down. It's a little less than 10% today. Not much money going into that category. So frankly, it's been our most disappointing area.”
Doug Phillips Feb 24, 2020 ▶ 15:24 Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
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