Alpha and Culture
Luke emphasizes the importance of identifying a repeatable source of alpha while screening investment teams. He advocates for a strong cultural fit, rejecting any bad behavior, and believes that internal competition can lead to detrimental outcomes. The focus is on collaboration and prioritizing client interests over internal rivalries.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
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