Comments
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DUArticulate to the max.
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MKThe Hilltop Decorrelated Fund has returned 5.38% since October 2012. That's total return, not annualised return. There seems to be a lot wishful thinking involved in Rory's interview? How do we say here... the truth hurts?
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ASThese conversations are constantly full to the brim with great insights and interesting perspectives, really value getting to listen to you guys chat to some of the best minds in the business. also a special thanks for the interview a few months back with Harry Dent, I feel like it really opened my eyes to how you can use demographics to predict macro economic trends. Great stuff, it's always good to get away from all the mainstream noise and hear some sincere idea exchanges.
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PGFantastic, Rory and Raoul! I love how Rory is able to admit imperfection and fallability in his own manager selection when he talks about the fund that took off his hedges in Feb 2016. Oops. This was an EXCELLENT interview in terms of learning about the manager selection process and great insight into a very articulate fund of fund manager! Thank you RealVisionTV.
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TSVery interesting new area to explore. Agree on investment banks needed to be partnerships again. Can we put the Genie back in the bottle? Skin in the game. Only negative comment. Lose the suit.
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TRVery thought provoking. Thanks RV
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SPWhat an outstanding interview - initial thoughts were ' ho hum fund of funds whats to be learnt from this' How wrong. Some superb insights into investing for both large/small investors. Full of interest for all. Thanks a mill. RV.
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DSRe: Prop Desk Lament - Maybe the current risk adjusted return on a private bank's prop desk is unacceptable as tax payers are no longer willing to cover catastrophic losses. If prop desk risk/returns were profitable, a new private "bank" could be started in a number of countries. There is certainly enough capital. Maybe the risk of bankruptcy was not well understood before 2008, but it is certainly better known now. The cost of prop desk liquidity may be too high. DLS
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SCGreat interview, one of the best in 2016. It seems as if having solid risk adjusted returns are secondary to most allocators. They would rather lose money investing in strategies they understand then make money in an approach they don't
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AHWow! What an interview! One of the best!
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GT"Your trade horizon must be your idea horizon". I am going to print that out in big capitals and hang it up. Like "It's the economy, stupid" or "I'm shocked, shocked to find that gambling is going on in here"
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GTDo you want to be educated in "Fund of funds" ? This is why I subscribe to RV.