“We've got a mix of debt and equity because they serve different purposes… debt preserves shareholding, equity gives quick capital”
HC
Hello Clever
The CFO Track ·
“Our portfolio is 80 equities, 20 debt. ... we will be compensated more and make more money effectively off equities than we will bonds.”
The SME Stream · Will Goodwin: Super Fund Co-Chief Investment Officer on the fund growing nearly 15% to $94.25 billion before tax
Play from 2:31
2:31
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What was described
set portfolio allocation to 80% equities and 20% debt
80% equities, 20% debt
Said nearby on the same subject
“If companies buy back 10% of equity, static investors must see price rise ~20% to stay at 50-50 allocation.”
VH
Victor Haghani
The Rational Reminder Podcast ·
“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”
KP
Kelvin Pang
Thoughts on the Market ·
“Our inflation-sensitive asset class, which we have about 20% of our portfolio in right now, is there to provide offsets to what we expect to be happening in our equity market.”
OT
Ontario Teachers
Capital Allocators - Inside the Institutional Investment Industry ·
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