Pods and Performance
The discussion highlights the surprising success of pod shops in the investment landscape, where identifying skilled managers and navigating their performance cycles is crucial. Despite initial skepticism about the high fees and rapid firings of underperforming managers, the results indicate a nuanced understanding of talent selection. The conversation also touches on the limits of capital in pursuing true alpha and the importance of factor risk management in this competitive arena.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Cliff Asness - Simple Investing is Hard (EP.385)
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