The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Packard Foundation is decreasing expected alpha in its portfolio models
“I do know we are decreasing alpha in our models, just in terms of what we expected historically.”
Sargent: Foundation investors prioritize principles over outperforming peer institutions
“Well, that's another interesting thing about foundations is the goal is less to outperform other foundations. We have a lot of large foundations with whom we're working pretty closely on the grant making side. Issues, climate, social justice, whatever it is. I…”
Sargent: Packard portfolio had just five line items when she joined
“There were five line items in the portfolio, a few index funds, and a lot of HP stock.”