Manager Research Strategies
Tim discusses the structured approach to manager selection, emphasizing the importance of identifying unique attributes that can lead to future outperformance. He highlights the process of narrowing down a vast universe of managers through quantitative analysis and market surveys, ultimately focusing on developing a strong investment thesis. The goal is to uncover what sets a manager apart and how their insights can drive success in the competitive investment landscape.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
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