Hall Capital Holds Small Bitcoin and Ethereum Index Positions for Clients
Katie Hall · Katie Hall – Hall Capital Partners (Capital Allocators, EP.213) · Sep 13, 2021 · at 36:44
Katie Hall, founder and co-chair of outsourced CIO firm Hall Capital Partners, discusses the firm's direct allocation to crypto assets.
0:00 / 0:21exact quote · 21.1s
720p mp4 · rendered on demand · StarZero watermark
“We also have for where it's appropriate, which get, it's a definitely a subset of our clients, small, but I would call index, quasi index positions, Bitcoin, Ethereum, Positions that we basically are doing it as if an index, but this is way out on the risk reward spectrum.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Katie Hall
Katie Hall: ESG-Focused Portfolios Match Broad Market Expected Returns
“Global multi-asset class portfolios that are really We think have the same expected return as a more broad based, if you will.”
Hall Capital Halted Private Energy Fund Commitments Around 2017
“We probably stopped investing in making commitments to private energy funds now probably, I don't know, four-ish years ago, and we didn't stop because we thought they were inherently bad, but we stopped because the price deck became so much more uncertain on f…”
Katie Hall: Wealth Advisory Services Are Bought, Not Sold Through Persuasion
“I mean, I always said that we were essentially a business that was absolutely bought, not sold, because I don't believe you can convince somebody about the merits of a diversified portfolio if they don't want a diversified portfolio.”
Hall Capital Treats Client Acquisition as a Firm-Wide Collective Responsibility
“We don't pay people for client acquisition because we view that as something that the entire firm is responsible for”
Katie Hall: Diversify Across Asset Classes, Maximize Concentration Within Them
“Long-term diversified portfolio is the winning hand in most cases, and we believe within asset classes that it makes sense to have as much concentration as is tolerable, that you're really getting the diversification across the asset classes primarily as well …”
Katie Hall: Active Managers Must Be Concentrated to Avoid Closet Indexing
“There's not any one answer, but in general, we think if you're going to be investing in a way that is an active manager, you need to be different than an index. So you don't end up with just an expensive index. And the way that you most frequently get there is…”