Capital Allocators – Inside the Institutional Investment Industry cover image

Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)

Capital Allocators – Inside the Institutional Investment Industry

00:00

The Human Edge in Investment Management

This chapter explores the vital traits desired in portfolio managers, prioritizing personal attributes over institutional prestige. It emphasizes the importance of trust, relationships, and understanding individual motivations, while critiquing the reliance on quantitative models in finance. Additionally, it discusses strategic investment practices, the role of hedge funds, and recent innovations in decision-making processes within asset management.

Play episode from 49:25
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app