CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Private Equity and Credit Strategies
This chapter explores the stable performance of an internal investment strategy, highlighting a significant 6% excess return amidst market challenges. It emphasizes the management of private credit and equity investments, focusing on unique competitive advantages and the importance of timing and relationship management. The discussion also addresses the complexities of portfolio diversification and the importance of evaluating investment performance against market trends.
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