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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.

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3resolved → 0open claims → 3supported → 0contradicted →

why aren't all 3 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

Assertion Supported
Siegel: Ford Foundation outperformed mostly via high equity allocation, not manager selection
“I think we did over the very long run, but most of that was by having more equities than the average foundation in a period when equities went up tremendously.”
Larry Siegel May 11, 2020 ▶ 8:07 Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
Assertion Supported
Many major foundations remain below their 2007 peak values due to illiquidity
“That fight for cash Left some of them still permanently impaired. Some of those foundations still have not gotten back to their 2007 high watermark.”
Roz Hewsenian Aug 6, 2018 ▶ 40:40 Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
Assertion Supported
Lew: Ford Foundation managed one-third of its portfolio internally in 1990s
“At the time, Ford managed a huge, a third of their book was managed internally, people picking stocks, and that's what they were hiring for.”
Kim Lew May 14, 2018 ▶ 14:31 Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
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