Capital Allocators – Inside the Institutional Investment Industry cover image

Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113)

Capital Allocators – Inside the Institutional Investment Industry

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Strategic Insights on Public and Private Markets

This chapter examines the investment philosophy centered on traditional public markets and the preference for long equities. It discusses the challenges of alpha generation, the value of active management in emerging markets, and cautious strategies in Europe. Additionally, the chapter addresses manager selection, investment turnover, and the significant role of ownership characteristics in achieving successful outcomes.

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