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
This goes back maybe to more challenging to maybe when like the endowment model started is just that like rigor around finding best in class managers.
It's just gotten harder.
There's just so many more funds out there.
And I think that really think hard as an investor about what your edge is and how you can monitor certain types of strategies.
And I even take that to heart in a meaningful way.
Even for us, I think we have to be honest about our value add in these certain situations.
And so just like a lot of people, we utilize some passive strategies.
One in particular, the bigger one that we lean on, we actually do ourselves, which is a separate conversation.
But part of that is kind of
Coming to terms with like some of the challenges of underwriting certain types of active strategies and how challenging it could be to genuinely stay on top of certain developments that matter.
And relative to the alpha potential that's there's a line there.
We continue to do a lot of the private stuff that I was just alluding to.
But I think that's where like, and part of the reason we do the passive, it kind of goes back to like how we were talking about the risk portion of our portfolio set aside.
Part of the beauty of the passive portfolio is because it can become effectively on autopilot.
And now we can really spend our time where it matters.
And that's like where the true underwriting really matters.
And like, I think that
Just the number of reps you have and the pattern recognition, like obviously Cambridge has it and other, you know, high pedigreed offices have it.
But if you don't be honest about that or hire somebody who does, because I think it's, you see a lot of poorly managed funds get funded.
It's all the time.
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