Scott Wilson
9 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Oct 5, 2020 by Scott Wilson · said 1 times in 1 episodes since 2020 · across every show →
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2020 1 mention in 1 episode
Everything said about Scott Wilson, oldest first
Oct 5, 2020 neutral
Traditional allocators require years of mentoring to adapt to direct underwriting
“I don't think someone who comes from a traditional allocator background and grew up in that world, it takes, I think, several years of learning and mentoring before they're comfortable with this kind of investment style.”
Oct 5, 2020
WashU requires a $100M minimum position size to reflect genuine conviction
“As a general, if I tell the team, look, if we're not willing to put one percent of the portfolio in it, then like that's not a lot of conviction. And for one percent for us is currently just over a hundred million us dollars.”
Oct 5, 2020 neutral
Oct 5, 2020 bullish
WashU drove strong returns buying Russian tech at 5x earnings multiples
“Russia, we've made quite a bit of money in some of the more tech based companies that would trade it. 20 times revenue in the U S that are trading at five times earnings in Russia, growing in return on equity of 60% plus growing at 30, 40% right through COVID …”
Oct 5, 2020
WashU's endowment allocation is 45% private markets and one-third public equities
“If you think we're roughly a third public equities, which bounces around, we're probably a little bit overweighted in privates. That's probably 45% of the portfolio today, just because privates, particularly venture and growth equities had such a big run. And …”
Oct 5, 2020 neutral
WashU turned over 80% of its legacy endowment portfolio in three years
“At this point, I think we've probably turned over. 70, 80% of the original pool, even more than 80%, actually. So the vast majority of it's been turned over and those we've kept, we've added capital to and concentrated exposures.”
Oct 5, 2020 bearish
Multi-manager hedge funds act as expensive index funds guaranteeing underperformance
“Because essentially you're an index fund on both sides of the market with an expensive active management fee structure on top of it. And the fee structure is problematic in that it guarantees you always do worse than the average, right? So you're essentially i…”
Oct 5, 2020
WashU rarely makes direct cap table investments without fund partner consent
“So we're rarely trading kind of on our own. Balance sheet. And we would never do that without expressed written consent from the partners. There are times we have gone directly on the cap table, but only because that's how we were asked to invest. But for the …”
Oct 5, 2020