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Insightful Investor

#35 - Ted Seides: Industry Insights, Portfolio Construction

Aug 27, 2024
Ted Seides, an investment industry expert with over 30 years of experience, highlights key insights from his tenure at the Yale Endowment, emphasizing long-term thinking and relationship-building with top investors. He delves into the dynamics of hedge funds, advocating for thoughtful portfolio construction and a balance of risk and return. Ted also discusses the evolution of investment strategies, the influence of behavioral finance, and the significance of maintaining objectivity in investment discussions. His journey from investment professional to podcaster reflects the changing landscape of the industry.
01:07:21

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Quick takeaways

  • Ted Seides emphasizes the importance of a long-term investment mindset cultivated during his tenure at the Yale Endowment.
  • He highlights the necessity of understanding behavioral finance and the underlying health of investment managers for successful outcomes.

Deep dives

Impact of Long-Term Thinking in Investment Strategy

Working with David Swenson at the Yale Endowment instilled a profound understanding of long-term investment thinking. Swenson’s approach emphasized a perpetual investment strategy, leading to disciplined reactions to market fluctuations. His unique office culture encouraged a mindset that de-emphasized short-term market movements, fostering a focus on sustained growth over many years. This foundational experience set an exceptionally high bar for talent recognition in the investment landscape.

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