Evolving Investment Strategies
Scott discusses the evolution of investment strategies within large endowments, emphasizing the importance of skill and fit in manager selection. As the portfolio grew from $400 million to over $12 billion, the approach shifted from a strict asset allocation framework to a more flexible, bottoms-up strategy. He also highlights the impact of market changes and the growing relevance of passive investing in portfolio construction.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Scott Malpass – The Fighting Irish’s Twelfth Man (Capital Allocators, EP.25)
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