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Stan Miranda

7 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Aug 21, 2023 by Stan Miranda · across every show →

On the record as a speaker too: Stan Miranda's record, appearances and statements → this page counts the times other people say the name.

Everything said about Stan Miranda, oldest first

Aug 21, 2023 positive
Insight
Miranda: Investment teams must codify and teach lessons from past mistakes
“The most important thing is not just how many mistakes you've made, but did you stop, analyze it, codify it, and teach it? Did you educate your team about why that was a bad idea? Why you succeeded with certain managers?”
Stan Miranda Aug 21, 2023 ▶ 19:26 Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
Aug 21, 2023 neutral
Insight
Allocators must scrutinize alpha because it is likely unrecognized factor beta
“You should pay huge attention to any source of alpha. It's probably beta.”
Stan Miranda Aug 21, 2023 ▶ 29:28 Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
Aug 21, 2023
Disclosure
Miranda: Partners Capital uses liquid futures and ETFs to offset overweights
“The main impact is that we will counterbalance certain overweights that we don't want as intentional overweights. So we have to have enough liquidity in the portfolio where we can use ETFs or index funds or futures that we can offset those.”
Stan Miranda Aug 21, 2023 ▶ 29:43 Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
Aug 21, 2023 bearish
Opinion
Miranda: Private bank investment managers produce no alpha
“When we went through the manager's performance, we realized that most of the managers had no alpha, so why would we ever hire a private bank?”
Stan Miranda Aug 21, 2023 ▶ 7:42 Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
Aug 21, 2023 positive
Opinion
Miranda: Risk management is the single biggest evolution in the endowment model
“That's the single biggest change in the endowment model is the risk management, and that's what risk management means to us.”
Stan Miranda Aug 21, 2023 ▶ 28:57 Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
Aug 21, 2023 positive
Insight
Miranda: Information ratio is probably the most important metric in liquid securities
“Turns out information ratio is probably the most important metric in liquid securities or asset classes, ok?”
Stan Miranda Aug 21, 2023 ▶ 35:25 Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
Aug 21, 2023
Insight
Miranda: Asset Allocation Must Start with Asset Classes, Not Fund Managers
“It had to be rooted in And some deep insights about each asset class, and it always started there, not with the managers.”
Stan Miranda Aug 21, 2023 ▶ 11:57 Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
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