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#1069 Adam Kurkiewicz On How To Invest Like The Best Performing Endowment

The Pomp Podcast

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Do You Have a Concentration Rate?

How do you think about a concentration rate to say, hey, we're more concentrated? Is that like they have 200 managers? We have a hundred. Insto undred is is pretty good diversification? Or like anything? Abt, yes, it's a couple of different things. What's different about our model is that oure bored doesn't give us prescriptive guide lines at a very grandular level. So within our risk aplocation, the a guidance that we have is pursue value based upon the opportunity seto. Go after value where it is, and avoid a investing capital where it clearly doesn't compete very well.

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