Investment Strategy Insights
Roz discusses the foundation's risk profile, highlighting its concentration in safe assets compared to peers while maintaining a balanced approach between private equity and venture capital. She emphasizes the importance of monitoring drawdowns and returns, using internal models to forecast allocations. Additionally, the team fosters a culture of curiosity, allowing staff to explore and identify the best managers without rigid constraints.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Roz Hewsenian –Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)
Related Questions