Small Manager Focus
Raphael discusses the importance of seeking out smaller managers who possess exceptional skills in business improvement rather than relying on leverage to enhance returns. He emphasizes their strategy of investing substantial amounts in larger funds while also considering co-investment opportunities, ensuring that managers remain focused on their core strategies without compromising their fund's performance.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
Related Questions