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returns

5 statements across 5 episodes · 2 bullish · 3 bearish · 5 people on the record · first statement Apr 22, 2019 by David Zorub · across every show →

Everything said about returns, oldest first

Apr 22, 2019 negative
Opinion
Zorub: Institutionalization of alternative asset management has degraded investment returns
“I think the institutionalization of alternatives, it's been great for alternatives, like, let's make no mistake about it, it's been good for me and for many of the people in this room. I don't think it's been good at all for returns.”
David Zorub Apr 22, 2019 ▶ 26:29 David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
Jan 6, 2020 bearish
Opinion
Zuckerman Is Not Convinced Renaissance Can Continue Historic Returns
“It does raise questions about the future, and I'm not convinced they can continue these kind of returns.”
Gregory Zuckerman Jan 6, 2020 ▶ 42:55 Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
Nov 11, 2021 negative
Insight
Gulati: Holding small portfolio positions causes death by a million paper cuts
“Having a lot of small 25, 51% positions is usually a way to not generate returns, and also you end up losing, I feel like it's death by a million paper cuts.”
Himanshu Gulati Nov 11, 2021 ▶ 25:51 Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
Jul 18, 2022 positive
Opinion
Giannini: More capital in private equity does not necessarily lower returns
“I am not Of the view that more money necessarily means lower returns.”
Mario Giannini Jul 18, 2022 ▶ 1:02:48 Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
Oct 31, 2022 positive
Assertion Supported
Rees: Large Private Equity Fund Returns Defied the Conventional Scale Penalty
“While there was this prevailing wisdom that as firms got bigger, the returns would suffer the last several years. Was antithetical to that.”
Michael Rees Oct 31, 2022 ▶ 50:59 Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)
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