Monthly Archives: September 2019

The Amazon of 2030

This article originally appeared here in Institutional Investor on September 23, 2019   The Amazon of 2030 Amazon stock ballooned, crashed, and then not so gradually rebounded to what it is today. Remind you of anything? Ted Seides September...

Read more

MIT Endowment Performance 2019

The school announced their endowment figures last week. The Massachusetts Institute of Technology Investment Management Company (MITIMCo) announced today that MIT’s unitized pool of endowment and other MIT funds generated an investment return of...

Read more

David Swensen on the Ideal Fund Manager

When looking for a peculiar trait in a fund manager, it helps to also have it yourself. Swensen likes to talk about how he looks for money managers who have “a screw loose.” In terms of self-interest, the rational thing to do if you run a hedge...

Read more

Racial Bias as Systemic Risk

The better fund managers of color perform, the more racial bias they face. A good article describing our recent research. The Brief: Racial bias as systemic risk, Adobe Capital’s $30 million close, KKR’s $1 billion raise, loans for Indian agtech...

Read more

Racial Bias in Institutional Investing

Racial bias exists in our system of institutional investment, says a new paper in Proceedings of the National Academy of Sciences (that I co-authored). The paper reveals the findings of a 2.5 year study (secret project) with collaborators across...

Read more