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The Distribution by Juniper Square
Ep. 21: Investing with a Strong Point of View - Taylor Mammen, CEO of RCLCO Fund Advisors
Sep 19, 2023
Taylor Mammen, CEO of RCLCO Fund Advisors, discusses RFA's role in advising institutional investors post-financial crisis. The podcast covers RFA's data-driven approach, changing investor appetites for alpha, and the importance of communication in managing LP relationships. Topics include operational leverage, strategic investing, and navigating uncertainty in the US real estate market.
57:38
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Quick takeaways
- Investors should prioritize a strategic approach over past track records when selecting investment managers.
- Focusing on operational leverage in niche real estate sectors can lead to value creation and better portfolio performance.
Deep dives
Importance of Strategic Approach in Manager Selection
One of the key aspects highlighted in the podcast is the importance of a strategic approach when selecting investment managers. It is emphasized that having a clear and compelling strategy is more significant than past track records. The strategic approach needs to be data-driven and should be evident in all aspects of the manager's operations, including research, acquisitions, and asset management.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode