In this podcast episode, the University of Rochester's endowment shares its strategic investment approaches, focusing on the value of strong peer networks, thoughtful portfolio construction, and a variety of investment strategies. Host Rob discusses key topics such as concentrated portfolios, manager selection guided by macro trends, and the importance of overcoming biases in investment methods. He highlights the essential balance between short-term gains and long-term growth, as well as the role of mentorship in achieving investment success. The conversation underscores the principles of collaboration and inclusivity in the investment world, illustrated by initiatives like IADEI.
