Fair Fees and Transparency
Fair fees can enhance returns, but the challenge lies in balancing access to high-value managers with cost-effectiveness. Value investing has shown volatility, raising questions about its future trajectory. Transparency is crucial for understanding return drivers, and while some managers may remain opaque, the best partners prioritize clear communication and alignment with asset owners.In this clip
From this podcast

Capital Allocators – Inside the Institutional Investment Industry
David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
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