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Capital Allocators – Inside the Institutional Investment Industry


Mar 25, 2023

Since I wrote Short-Term Gain, Long-Term Pain three weeks ago, we certainly hit a big one. I had a chance to take a step back and draw from my experience working at Yale for some parallels. Suffice it to say David Swensen didn't play the game like SVB did, but I think I know how he would've been spending his time to prepare for what comes next.

Read Short-Term Gain, Long-Term Pain, Part 2

 

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