Rice Management Company

5 statements across 1 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Nov 6, 2023 by Allison Thacker · said 1 times in 1 episodes since 2023 · across every show →

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Everything said about Rice Management Company, oldest first

Nov 6, 2023 neutral
Disclosure
Rice University is revisiting its public equity strategy toward indexing
“We have struggled with that, and we're actually revisiting our public equity portfolio strategy right now because it just continues to be a giant issue, which is most managers do not outperform the indices, and therefore why would you not be better off paying …”
Allison Thacker Nov 6, 2023 ▶ 37:47 Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
Nov 6, 2023 negative
Insight
Former Operators Struggle as Portfolio Managers Because They Over-Fixate
“And I think the closer you are to an operator, the less you've been trained to let something go. You're at one company and your job is this one company and make it work. And the reality is You're a portfolio manager. You have at least a hundred choices across …”
Allison Thacker Nov 6, 2023 ▶ 36:35 Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
Nov 6, 2023 neutral
Disclosure
Thacker: Rice endowment has avoided multi-manager pod shop hedge funds
“We have, for the good or the bad, really not participated in the pod model, multi-manager model”
Allison Thacker Nov 6, 2023 ▶ 46:02 Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
Nov 6, 2023 negative
Disclosure
Rice Mandates Four Office Days Because Zoom Halted Casual Information Sharing
“We are four days a week in the office because at the end of the day, we did not find that we could share the casual information. We shared the nine one and we did not share four one. We shared the emergency. Everyone has to know this information during COVID o…”
Allison Thacker Nov 6, 2023 ▶ 52:49 Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
Nov 6, 2023 bearish
Disclosure
Thacker: Rice avoids biotech investing without internal scientific expertise
“It's one of the reasons we don't do much in biotech because we have not managed to hire that onto our team, and the more time I spend on it, the more convinced I am that without that knowledge, I just don't believe that we can be successful choosing managers i…”
Allison Thacker Nov 6, 2023 ▶ 28:38 Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
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