“Our portfolio is 80 equities, 20 debt. ... we will be compensated more and make more money effectively off equities than we will bonds.”
♫
Said on The SME Stream
“We partnered with a manager there. They've compounded tremendously. Their third largest position in our public equity portfolio today.”
Zack McGuire and team · Capital Allocators - Inside the Institutional Investment Industry · Dynamic Allocation and Concentrated Conviction - Zack McGuire (EP.524)
Play from 41:49
41:49
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What was described
partnered with an aggressive corporate activist manager in Japan, making it the third largest position in their public equity portfolio
third largest position
Said nearby on the same subject
“In court filings, the private equity firm said, oh, no, no, we are not technically the owner of ManorCare. We, in fact, nearly advise a series of funds whose limited partners through a series of shell corporations ultimately own the assets of ManorCare.”
♫
Said on Freakonomics Radio
“I don't own any bonds in my personal portfolio. Yeah. But I do own gold as a ballast to my very strong growth-tilted equity portfolio.”
KM
Kate Moore
Bloomberg Money ·
“It's only in most places about $45 to come. It's highly subsidised by our incredible corporate partners…”
MW
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