“Instead of trying to pick the right hedge fund… just own these portfolios and hold them, I would do well”
ML
Matt Ludmer
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network ·
“We had 36, 37 hedge funds in the portfolio and then we got rid of them all”
Scott Wilson · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: From $8BN to $19BN: Inside WashU's Endowment Fund | SpaceX Made Up 20% of Our AUM | Why Europe and China Has So Much Opportunity | The Reckoning That is Coming for AI Companies with Scott Wilson
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6:57
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What was described
removed all 36-37 hedge fund positions from the WashU endowment portfolio
36, 37 hedge funds
Said nearby on the same subject
“The removal of a mandate that banks make 20% cash deposit… if it is funded at 7% rate, it's 1.4%-1.5% annualized… to snuff out the excess hedging”
♫
Said on The Core Report
“Master feeder structures are key to hedge fund operations. A master feeder structure is a setup where multiple feeder funds pool their money into one master fund, and the master fund does all the trading and investing.”
♫
Said on The Core Report
“We spent most of our time on hedge funds, private equity, and venture capital. The dispersion of returns there is greatest. Access is hardest. If we can spend our time to make the biggest impact on the portfolio, it's in those wide dispersion, high alpha asset classes.”
ZM
Zach McGuire
Capital Allocators - Inside the Institutional Investment Industry ·
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