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Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
FromCapital Allocators – Inside the Institutional Investment Industry
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
58 minutes
Released:
Apr 29, 2024
Format:
Podcast episode
Description
Letitia Johnson is the CIO of Amherst College, where she manages the school's $4 billion endowment. After thirteen years working with twenty-five clients and attending over 1,000 Investment Committee meetings at Cambridge Associates, Letitia developed a view about investing that differs from many similar pools of capital and has applied that view over the last five years. Our conversation covers the subtleties of managing an endowment with a concentrated, bottom-up manager-selected approach for the long-term, including portfolio construction, risk and liquidity management, long-term investing, and competition for capital. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Released:
Apr 29, 2024
Format:
Podcast episode
Titles in the series (100)
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