Maggie Finari
speaker
233 appearances
1 recordings
1 series
first heard Jul 2026
last heard 13 Jul
Maggie Finari’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
when markets are down.
So what you would have seen last year when we had a macro event in terms of the wall of tariffs that came up in the United States or in Q1 of this year, where you had the US-Iran war.
So again, a different event, but quite significant on the markets from a geopolitical perspective.
That part of our portfolio produced positive returns.
And as a result in Q1 last year and Q1 this year, while markets were down, our portfolio was up.
And we just want to be able to invest in those types of funds that have a very low or uncorrelated return to market.
So whether it's a macro fund or a quant fund or an equity neutral fund, we tend to invest in a few of those managers really to give us that ballast on returns.
Yeah.
So that part of our portfolio is just a bit over 10%.
And then we combine that with our gold holdings that are roughly in that 4% to 5% range.
And then we have a bit of gilts and so on.
So call it 20% overall.
So we just view it as a core part of our portfolio construction.
So really, it is a diversifier within the portfolio.
It's also a strong diversifier.
We have a lot of US dollar exposure as well.
So it serves multiple functions in the portfolio and what we've found through our risk modeling over time.
is having that allocation in that 5% range typically is a good range for us.
It could go anywhere from 4% to 7%, but we try not to be too specific on what we think the gold price is going to be.
What we're using it for is a diversifier within our portfolio, and that's been our target range for a long time now.
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