Scott Aboukir
speaker
493 appearances
1 recordings
1 series
first heard Jul 2026
last heard 17 Jul
Scott Aboukir’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
which we've done.
So, but yeah, I mean, and then the flip side, though, is that being able to lean in and be offensive, you still need to think about pacing in general.
Like, it's hard sometimes to manage something that's come to look really attractive, but when you're making these commitments, you can't just...
You got to think about what's coming down next year and think about, OK, I really love this manager they raised two years ago, more likely back in the market this year, next year.
So you have all of this map going on of like this pacing sort of game plan.
And we're always thinking a lot about that.
And this goes back to what I said, like the overall complexity of these portfolios is actually quite great.
You have to sort of any given point in time, like thinking like what is the right commitment to this or that that's here now in front of me.
thinking about my conviction and what it is, what's coming down the road that I also have high conviction in, where I'm at relative to these other drawdown things.
So that's something we've worked hard at over the years.
I mean, I think we've got a good system in place, but that's the challenge.
And all the things I'm talking about with zeroing in on the right dollar amounts.
And it's also with the point of making, and just like the last comment I made about being careful about what might be, what's coming next year.
We try to make sure that we're being evenly deploying across time periods.
We don't want to make it for whatever reason we could do 50 this year, but that would mean that we have to do 10 next year.
Like we're trying to avoid that.
That's the biggest challenge, I think.
I mean, that's like sums up a lot of challenges with managing portfolios for a third party, like for clients and trying to help them think through.
And also while holding yourself accountable, I think I sort of see both arguments.
I see portfolios.
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