“of tactical opportunities that come and go, how have you…” — Capital Allocators – Inside the Institutional Investment Industry at 41:35
“of tactical opportunities that come and go, how have you brought that all together into a single strategy? The compass has always been, where can we find alpha? In a multi-asset fund, where can we find interesting opportunities? Through a lens of alpha, what is scarce is alpha. Beta, you can get”
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