Portfolio Transformation
Scott discusses the significant changes made to a traditional endowment portfolio, emphasizing a shift towards fewer, more concentrated partnerships. He highlights the tough decisions involved in winnowing down managers, focusing on those who align with a long-term vision and smaller firms. The result is a portfolio that has been largely transformed, with over 80% turnover from the original selection.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
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