single product funds

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 16, 2022 by Larry Kochard · across every show →

Everything said about single product funds, oldest first

May 16, 2022 positive
Insight
Allocators should trim multi-product managers to fund single-product spinouts
“Your managers get big, you develop multiple products, and over time, you might not fully terminate them, but you'll reduce their size in the portfolio, and then try to layer in more emerging managers, which has been a big theme of ours, is constantly looking f…”
Larry Kochard May 16, 2022 ▶ 20:24 Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
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