Flexible Capital Management
Letitia shares insights on a flexible, relationship-driven approach to capital allocation, emphasizing the importance of conviction in manager partnerships. With a concentrated portfolio of fewer than 40 managers, the strategy allows for deep understanding and growth over time, ultimately leading to significant returns. The absence of rigid asset allocation policies fosters an open-minded investment philosophy, paving the way for continuous exploration of new opportunities.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
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