Daniel Grioli - Thinking like a Fox (S2E1)
Flirting with Models
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How to Select the Right Manager for Your Portfolio
I'm trying to do the same thing with several managers in most cases you're an equity portfolio in Australia depending on the size of the super annuation or pension fund we have somewhere between maybe five and fifteen managers depending on the side. It's very hard to have a portfolio once you start adding too many managers where you can be confident that you're going to get any alpha net of management. I used to describe it as a kindergarten problem so when you're in kindergarten and they give you paint you put some yellow up on the canvas and then you put some blue on the yellow and you get green. Once you start adding the third and the fourth it's amazing how quickly it just gets divers
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