Archive - Capital Allocators Substack

Reducing Fees: Actions Speak Louder Than Words

Last month a group of twenty-nine serious institutional investors sent out a proclamation advocating for cash hurdles in hedge fund incentive fee…

Jun 20, 2024 •

May 2024

The Investment Manager Playbook: What Allocators Don’t See

It happens hundreds of times a day.

May 29, 2024 •

March 2023

Short-Term Gain, Long-Term Pain, Part 2

Mar 22, 2023 •

February 2023

Short-Term Gain, Long-Term Pain

Morgan Housel became one of the most popular investment writers by telling stories about the psychology of money and markets – the same today as it’s…

Feb 27, 2023 •

January 2023

The Melvin Dilemma

Jan 21, 2023 •

What's in a Name? The Problem with ESG

Jan 21, 2023 •

History Rhymes with the Downturn

Jan 21, 2023 •

LIV Golf is Asset Management in Reverse

Jan 21, 2023 •

The Definition of Poor Governance

September 30, 2022

Jan 21, 2023 •

When There's No L in LBO

October 21, 2022

Jan 21, 2023 •

The Power of an Interview

December 9, 2022

Jan 21, 2023 •

You Won’t Detect the Next Fraud

January 11, 2023

Jan 17, 2023 •

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