U.S. large cap equities
also referred to as: us large cap equities
3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Nov 25, 2024 by Matt Bank · across every show →
Everything said about U.S. large cap equities, oldest first
Nov 25, 2024 positive
Bank: Portfolio diversification died after 2015 as US large-caps dominated
“The second phase I like to characterize as the death of diversification in 2015 onwards, which is the more simplistic the portfolio, the better from a returns perspective. The more U.S. Large cap equities you owned, the better your portfolio did, and you reall…”
Feb 24, 2025 neutral
Barth: BBR stays passive in US large-cap equities, avoids L/S funds
“We are passive for US large cap equities. We've been passive Since day one, we own significantly fewer long short equity hedge funds, and we don't do any that do US large cap stocks, with the exception of industrial focused firm that is doing some market timin…”
May 26, 2025 neutral
Portfolios targeting 9% to 10% long-term returns do not need venture capital
“If you told me that your target return over the long haul was nine or 10%, which is going to be U.S. Large cap equities in long-term capital market assumptions, you don't need to venture in your portfolio to achieve that.”