tax-exempt allocators

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 30, 2025 by Brett Barth · across every show →

Everything said about tax-exempt allocators, oldest first

Jun 30, 2025 bearish
Prediction Not checkable as stated
Barth: Multi-manager hedge funds will take the biggest hit if endowments face taxes
“The places where you're going to see bigger hits are on the multi-manager pod hedge funds, which are incredibly tax inefficient, but have been a good source of risk-adjusted returns for some of the larger tax-exempt allocators. That's where I think the bigger …”
Brett Barth Jun 30, 2025 ▶ 26:04 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
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