Flexible Mandates
Matt discusses the importance of having a flexible mandate when managing significant investments, emphasizing the need for closer relationships with larger, more sophisticated managers. He highlights how the pace of a manager's allocation decisions can provide valuable insights into market attractiveness, suggesting a correlation between their activity and overall investment sentiment. This approach not only enhances decision-making but also fosters a feedback loop that improves team knowledge and processes.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
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