Capital Allocators – Inside the Institutional Investment Industry cover image

Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Strategic Overhaul of Investment Approaches

This chapter explores the transformation of Washington University's endowment investment strategy, highlighting the shift towards a concentrated manager approach primarily focused on US large cap value equities. It discusses the rigorous selection and evaluation of investment managers, emphasizing the importance of a repeatable investment process and the management of risks associated with fees and performance. The conversation sheds light on the dynamics within the investment team, showcasing their collaborative efforts in balancing concentration with diversification to optimize returns.

00:00
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