Jim Dunn

Featuring Jim Dunn

Jim Dunn, CEO and CIO of Verger Capital Management, explains portfolio construction from an endowment manager’s viewpoint in the new series The Asset Allocators, paying particular attention to the key issues of extended time-horizons, tactical hedging, and the need to adapt to investing in an increasingly macro-driven world.

Published on
30 June, 2015
Topic
Fund Structure, Risk Management, Investment Framework
Duration
14 minutes
Asset class
Equities, Bonds/Rates/Credit
Rating
61

Comments

  • tW

    tgwtom W.

    5 7 2015 14:46

    7       0

    Surprised at negative vote %. What, individuals can't have long term time horizon? Lots of good info & insights delivered quickly. = to some chain interviews if you listen.

  • TJ

    Terry J.

    2 7 2015 18:12

    3       0

    Good to get an insight into how the endowments look at investment, and approach asset allocation.

  • JG

    Jerrold G.

    2 7 2015 17:57

    2       0

    1.4 Billion in 9 months. I want to know how they did that.

  • JW

    John W.

    2 7 2015 04:00

    1       2

    yale, harvard, etc are not smartre than you are I. They have a deal flow because of scale, time horizon (as noted) , that most of us cant mimic, but we can emulate active,alternative and illiquidity.

  • CB

    C B.

    1 7 2015 12:34

    3       0

    Fascinating insight into a very different type of institutional portfolio. Would have liked to see some slides along with the ideas of how the portfolio is constructed as it is complex to explain.

  • KO

    Kasparas O.

    1 7 2015 00:12

    2       0

    Fascinating talk. A look at the truly long term while providing insight into current risks. This potentially could be a really interesting series. Maybe do it longer and more detailed next time?

  • SS

    Scuba S.

    30 6 2015 22:30

    4       0

    Recently having entered the workforce and begun researching asset allocation and retirement I look forward to the development of this series. Especially if it can be geared more toward the individual.

  • FS

    Fred S.

    30 6 2015 19:21

    6       2

    While this is extremely interesting, only institutions and perhaps family offices have the nearly infinite time horizons to find actionable plays in the areas discussed.

  • PR

    Peter R.

    30 6 2015 16:43

    2       1

    An interesting perspective on how a university endowment with a 20 to 30 year investment horizon looks at less liquid investments. Most regular investors horizons are much shorter.

  • KC

    Ken C.

    30 6 2015 15:59

    3       2

    Not so sure this is the guy I've been waiting to hear from, with respect to asset allocation construction.