Capital Allocators – Inside the Institutional Investment Industry Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)
Oct 7, 2021
Join Ellen Ellison, former Chief Investment Officer of the University of Illinois Foundation, and Jonathan Brolin, founder of Edenbrook Capital, as they dive into the world of unconventional investments. They discuss the importance of trusting non-traditional managers and the lessons learned from investment mistakes. Brolin draws fascinating parallels between baseball and investing, emphasizing patience and analysis. They also explore strategies for building investor credibility, navigating market downturns, and fostering long-term partnerships for growth.
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Meeting John
- Ellen Ellison met John Brolin in 2013 at a conference in Aspen.
- Their relationship developed gradually over three years through numerous conversations.
Due Diligence
- Conduct thorough due diligence on off-the-run managers by speaking with portfolio company managements.
- Supplement this with extensive background checks and off-reference checks to build trust.
Managing Volatility
- Don't define risk solely as mark-to-market volatility, especially for concentrated, volatile strategies.
- Manage expectations with stakeholders regarding potential short-term fluctuations.
