Kaitlin (Kaitlin Hendrix)

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208 appearances 1 recordings 1 series first heard Jul 2026 last heard 26 Jul

Kaitlin (Kaitlin Hendrix)’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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WSJ's Take On the Week · The Buried $150B Bet Inside the Top 20 U.S. Stocks · 26 Jul 2026 podcast

But then we need to come back to our question about how many private assets are you holding.

This tells me private assets as an asset class will add some diversification benefits.

It's not saying that if you own one private credit fund or one private equity vintage that you're getting that exposure.

So there's major caveats with that piece.

So the results were interesting, but, you know, I don't think they really push in any one direction.

But to me, it feels like you're not missing out.

There isn't some big premium on the table.

Yeah, yeah, I agree.

Yes.

This dispersion is so critically important when it comes down to this idea that I can't buy the market in the private asset space the way I can in public.

Right.

I can't buy the market, so I have to pick a fund.

I have to pick a manager.

And we found very wide dispersion in outcomes.

And everyone's like, well, no problem.

I'll pick the 113.

I don't need the 81.

But when we look at persistence in manager performance, that's something that our data precluded us from doing, but there's some academic studies on it, and you don't see much persistence either.

Exactly.

And then those that maybe are have some sort of secret sauce, very hard to get access as well.

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