Investment Themes Explored
Sarah discusses the evolving role of hedge funds in investment portfolios, emphasizing the need for precise objectives and unique exposures that can't be achieved through public or private markets. She highlights a significant shift towards private markets, with clients increasingly allocating funds to these strategies. Additionally, she shares insights on fee structures and the importance of maximizing alpha capture for clients.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264)
Related Questions
What are your views on the rise of private market investing as discussed in the episode Office Hours: Investing in the Private Markets, Going Vertical, Pursuing a Phd, and Building a Network and the clip Private Market Insights?
What are your views on the rise of private market investing as discussed in the episode Office Hours: Investing in the Private Markets, Going Vertical, Pursuing a PhD, and Building a Network, and the clip Private Market Insights?
What is the strategy of fund managers?