Capital Allocators – Inside the Institutional Investment Industry cover image

Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)

Capital Allocators – Inside the Institutional Investment Industry

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Strategic Portfolio Management

This chapter explores the disciplined approach to portfolio management, emphasizing fundamental investing and the identification of competitive advantages. It also discusses the transformation of governance in a university endowment's investment committee, highlighting collaborative decision-making and proactive adjustments in asset allocation.

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