The Investor With Joel Palathinkal
The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators
Neil Datta: NKD Advisory LLC
In this episode, Joel Palathinkal with Neil Datta of NKD Advisory LLC delve into the world of emerging managers and investment de-risking. Neil shares insights from a career spanning investment banking, hedge funds, and public service, highlighting the unique edge in healthcare investing. The discussion covers sophisticated strategies, portfolio construction, and the importance of due diligence. The conversation also explores multi-manager strategies, fee sensitivity, and manager evaluation. They address challenges in short-selling, post-COVID diligence, and the balance between alpha and risk. The episode concludes with advice for emerging managers, venture capital challenges, and the benefits of GP staking.
Key Points
- Emerging managers often bring a scrappy, hustler mentality that can be advantageous for generating alpha, but they require careful due diligence to mitigate risks.
- Constructing a diversified portfolio with around 11 to 12 managers can balance risk and return effectively, avoiding over-diversification that dilutes alpha.
- Relationships and robust communication with potential managers are crucial, as they allow for better understanding of the manager's strategy, risk management, and operational practices, which can be critical for successful investments.
Chapters
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| 0:59 | |
| 2:03 | |
| 3:15 | |
| 4:33 | |
| 5:46 | |
| 7:53 | |
| 9:09 | |
| 11:10 | |
| 13:15 | |
| 14:36 | |
| 16:19 | |
| 18:18 | |
| 21:29 | |
| 24:55 | |
| 27:33 | |
| 32:17 | |
| 34:05 |
Transcript
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