“We manage multi-asset portfolios… strategic asset allocation of 30% currency hedged… based on a view that the Australian dollar is probably about fair value”
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Said on Equity Mates Investing Podcast
“We recruited the team that managed a mass, a much larger business. A bit like bringing in an asset manager who was managing $100 billion to go manage a billion dollar portfolio.”
Bill Ackman · Equity Mates Investing Podcast · Bill Ackman on building the next Berkshire, AI & his next 10-bagger
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1:01:16
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What was described
Recruit a team that previously managed a $100 billion asset to run a $1 billion portfolio
$100 billion, $1 billion
Said nearby on the same subject
“We sold that property for $1.9 billion… about 5% of the portfolio.”
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Said on The Rules of Investing
“The $2 billion ... reduced $63 billion of debt to $27 billion ... something like a 3300% return”
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Said on Slate Money
“Purchase of the international assets of a big Russian oil company called Luke Oil… for a group of investors to come in and buy those billions of dollars in assets… the U.S. government would take a stake.”
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Said on The Daily
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