The Best Investment Writing Brian Chingono, Verdad – The Dispersion Delusion
Aug 27, 2024
In this talk, Brian Chingono, Director of Quantitative Research and Portfolio Manager at Verdad, dives into the intriguing world of return dispersion in both private equity and public markets. He sheds light on the crucial role of skilled manager selection, revealing how performance gaps can impact investor decisions. Chingono also highlights the challenges and complexities within private equity, particularly addressing the high fees that can erode returns, while proposing effective strategies from the public markets.
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