Investment Strategy Insights
Adam discusses the strategic choices made in managing family assets, highlighting a preference for separating long-only equity exposure from their core investment approach. He emphasizes the importance of after-tax returns and liquidity, noting that their payout requirements differ from those of endowments. The focus remains on partnering with exceptional managers while maintaining a distinct investment philosophy tailored for family clients.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
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