39: $200B Asset Management CIO Bill Harding on the Importance of Qualitative Due Diligence | Why Culture is a Source of Alpha | “Ask an Allocator” Session
Billion Dollar Backstory
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Qualitative Due Diligence in Asset Management
The chapter emphasizes the significance of qualitative aspects in asset management, focusing on understanding a manager's backstory, firm culture, and team dynamics. It discusses the importance of asking about mistakes, influences, and mentors during due diligence to gain insights into a manager's personality and drive. The conversation also delves into the back half of due diligence after hiring a manager, emphasizing the need for patience, context in performance evaluation, and educating stakeholders on decision-making.
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