Deep Dive into Hedge Funds (Capital Allocators, EP.34)
Capital Allocators – Inside the Institutional Investment Industry
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How to Find Interesting Opportunities From an Allocator's Perspective
There's no right or wrong answer to this but depending on the allocators disposition you will have three different answers. An allocator in the seat like Protege was where the investing was really driven by the investment returns on who the seed was. The middle manager who just had a good track record is the least useful because we don't even know what they're talking about. Both can have merit and it depends on who it is and why and what the charismatic element of it are those two people.
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