Partnering with Managers
Doug emphasizes the importance of balancing diligence with respect in manager relationships, ensuring they are seen as supportive rather than high-maintenance clients. He discusses a preference for concentrated equity strategies, favoring managers with deep company knowledge while being mindful of macroeconomic factors. Additionally, he highlights a focus on emerging markets, particularly China and India, and the significance of sourcing managers through established networks rather than conventional firms.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
Related Questions
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