[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Portfolio Management Strategies
This chapter explores the complexities of managing investment portfolios, focusing on the balance between knowledge acquisition and ongoing fund manager evaluation. It highlights the importance of adaptability in selecting managers and maintaining risk management across diverse asset classes. Additionally, the chapter emphasizes the value of peer networks among investment leaders for collaboration and shared insights in optimizing portfolio performance.
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