Capital Allocators – Inside the Institutional Investment Industry cover image

[REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)

Capital Allocators – Inside the Institutional Investment Industry

00:00

How Do You Assess Market Opportunity for Managers?

Matt describes seeking exploitable dynamics: carve-outs, biotech specialization, China retail-driven inefficiencies, and capacity-constrained niches.

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