Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
Capital Allocators – Inside the Institutional Investment Industry
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Innovative Investment Strategies at Amherst College
This chapter explores the speaker's transition from a role at Cambridge to becoming the Chief Investment Officer at Amherst College, driven by a desire for a more impactful investment approach. It highlights the significance of strong relationships, a bottom-up investment framework, and the importance of understanding processes over traditional asset allocation methods. The discussion emphasizes the management of a concentrated portfolio and the strategic selection of managers to enhance long-term investment outcomes.
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