Bank: Allocators can assess research intensity on day-one launches, not temperament
Matt Bank · Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) · Nov 25, 2024 · at 34:11
Matt Bank, Deputy CIO at Global Endowment Management, discusses the limitations of underwriting early-stage and day-one fund managers.
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“The thing you can see often is business analysis, research intensity. You can reference those things with peers and former colleagues and bosses. What you can't see are things like portfolio management and temperament.”
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