Strategic Capital Allocation
Yale's investment strategy emphasizes a focus on equity, seeking inflation protection and upside potential. The discussion highlights the importance of identifying gaps in the portfolio and exploring non-traditional sectors, like student housing and self-storage, especially during distress periods. Building strong relationships with emerging managers is crucial, as it allows for better insights and opportunities in the evolving investment landscape.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Alan Forman – Yale Endowment Real Estate (EP.340)
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