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 4 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
Spitz: International Equity Managers Outperform Benchmarks More Often Than U.S. Peers
“Although when you look at the data today, there's still a much higher percentage of international equity managers that out Perform the benchmark than U.S. Domestic managers.”
Spitz: Management fees in non-traditional categories will continue coming down
“I also think that fees will continue to come down in some of the non-traditional categories, but nevertheless,”
Spitz: Vanderbilt Endowment Held VC and International Equities in 1985
“So when I got there in 1985, you know, we had a couple percent in venture capital. We had some real estate exposure, traditional stocks and bonds. We had a large international exposure, which wasn't all that common at that point. So we were actually, you know,…”