Hedgeye Podcasts cover image

Hedgeye Investing Summit | David Salem, Director of Capital Allocation at Hedgeye

Hedgeye Podcasts

CHAPTER

How to Allocate Institutional Money Effectively

The strategy at Hejai is aptly defined as go everywhere, which means you have to own a little slice of everything. This is actually a real live asset allocation policy mix from a leading university endowment,. And I want to draw your attention, it may be hard for you to see key to the bottom row, which is called liquidity. Now, admittedly, as of the 10% max, but what I'm trying to do here is on connecting the dots, right, with geo called differentiated thinking in one of the five tools that he flagged and has talked about yesterday.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner