Capital Allocators – Inside the Institutional Investment Industry cover image

Adam Karr – Extreme Alignment at Orbis (EP.338)

Capital Allocators – Inside the Institutional Investment Industry

00:00

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.

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