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thematic investing

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Sep 9, 2019 by Matt Whineray · across every show →

Everything said about thematic investing, oldest first

Sep 9, 2019 negative
Insight
Whineray: Investors can fit almost any investment into a defined theme
“And what you find, I think, a little bit is that you can almost back any investment you like into whatever theme you've defined.”
Matt Whineray Sep 9, 2019 ▶ 52:25 Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
Jul 13, 2020 positive
Insight
Fisher: Thematic real estate strengthens underlying assumptions rather than lowering return targets
“What I would say about thematic investing is it doesn't really change the numbers. You know what I mean? Meaning like, it's not like you're shooting for a lower IRR or a lower anything. It's just that it's harder to invert the arguments surrounding your assump…”
Adam Fisher Jul 13, 2020 ▶ 25:48 Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
Jun 19, 2023
Disclosure
Resnick: KSL vertically integrates real estate ownership and operating management
“We love to invest thematically. So we identify a theme that we believe has legs, and then we like to vertically integrate so we can own both the real estate associated with that theme, as well as an operating capability. So build out a management team that can…”
Eric Resnick Jun 19, 2023 ▶ 27:45 Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
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