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
- What does the Yale endowment look for in external managers?
- What are the key factors you look for when making an investment in the episode Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13) and the clip Country Investment Assessment?

Partnering with Managers

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

What does the Yale endowment look for in external managers?

What are the key factors you look for when making an investment in the episode Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13) and the clip Country Investment Assessment?