Adam Karr – Extreme Alignment at Orbis (EP.338)
Capital Allocators – Inside the Institutional Investment Industry
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Aligning Interests: Innovative Investment Strategies
This chapter explores the importance of alignment between investment managers and clients, focusing on contrarian investment strategies and transparent fee structures. It discusses how performance fees, refundable during underperformance, build trust and cushion clients against market volatility. Additionally, the chapter emphasizes a unique ownership structure tied to a charitable foundation, fostering sustainability, talent retention, and a long-term investment philosophy.
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