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size

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement May 6, 2019 by Jon Hirtle · across every show →

Everything said about size, oldest first

May 6, 2019 positive
Opinion
The size factor is questionable compared to valuation, momentum, and quality
“We think there are some sustainable factors that add value, like valuation and momentum and quality. Size is a little more questionable, in our opinion, but we're still looking at factors all the time.”
Jon Hirtle May 6, 2019 ▶ 21:44 Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
Nov 25, 2019 positive
Opinion
Momentum Factor Is More Important Than Size and Potentially Value
“Really momentum is maybe more important, certainly more important than size and maybe more important than value.”
Drew Dickson Nov 25, 2019 ▶ 53:08 Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
Oct 18, 2021 negative
Insight
Berntsen: Complexity and Fund Size Are the Enemies of Performance
“And something I often share with my founders is you want to keep complexity low, because I think both complexity and size to a certain extent are the enemies of performance. And a quick definition of complexity when you're running investment firms is number of…”
Erik Serrano Berntsen Oct 18, 2021 ▶ 31:17 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
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