Opinion certainty 4/5 debate potential 3/5

Hamilton: Men avoiding mentoring women post-#MeToo is a major problem

Christy Hamilton · Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124) · Mar 9, 2020 · at 48:19

Christy Hamilton, Head of Investments at Children's Health, names industry behaviors that frustrate her.

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“Men who refuse to mentor women in the wake of Me Too is a big one.”

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More from Christy Hamilton

Prediction Not checkable as stated
Hamilton: Heavy Inflows into Private Equity Will Lead to Disappointing Returns
“In a world where there is so much money going into private equity right now, I mean, obviously, inflows of capital lead to price discovery, which collapses these kind of informational edges that a lot of people have built, so I do think that there are a lot of…”
Christy Hamilton Mar 9, 2020 ▶ 19:31 Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
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Hamilton: Allocators shouldn't disqualify managers like Cliff Asness over politics
“What kind of society are we if we, like, shut him out, or somehow think that, you know, we can't invest with him or his team just because of his views? I just, I find that to be completely ridiculous. I mean, obviously, if he laundered money, right, you can't,…”
Christy Hamilton Mar 9, 2020 ▶ 50:08 Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
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Hamilton: Portfolio allocators should be generalists, not asset class specialists
“A lot of people think that you have to specialize now, and I actually think the opposite. How can you pick investments in one part of your portfolio without understanding what's going on in other parts?”
Christy Hamilton Mar 9, 2020 ▶ 7:24 Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
Insight
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“And I have gotten raked over the coals a couple of times because people are like, why would you say that governance is the most important thing? And I'm like, guys, how can you build a portfolio without starting with governance? So it starts with an enterprise…”
Christy Hamilton Mar 9, 2020 ▶ 14:44 Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
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Hamilton: The endowment model only fits institutions with substantial distribution needs
“It's hard to generalize institutions because so many people talk about the endowment model and forget that it really isn't for everybody. There are a lot of institutions that outsourcing it or indexing it is actually a really great option. It's for a specific …”
Christy Hamilton Mar 9, 2020 ▶ 17:01 Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
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Hamilton: Pure deflation-hedging in fixed income destroys capital long term
“20% target to fixed income is all of that pure deflation hedging. It's not, I can tell you, because it would be nearly impossible to build a portfolio like that without destroying capital long term.”
Christy Hamilton Mar 9, 2020 ▶ 18:15 Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
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