Alpha and Capacity
The discussion delves into the complexities of identifying skillful managers and the inherent challenges of capital allocation. While some firms excel at discerning talent, there is a belief that the potential for true alpha is limited, suggesting that growth may be constrained. Additionally, the conversation touches on the behavioral aspects of investing across various asset classes, hinting at a nuanced understanding of market dynamics beyond equities.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Top 5 of 2024: #3: Cliff Asness - EP.385
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