The investment ecosystem can’t thrive without boutiques

The "bigs" have always dominated the investment industry, but this is our decade to stand out, take advantage of our uniqueness, and help investors find what they're looking for.

The last time I was interviewed by Aaron Filbeck, CFA, CAIA, CIPM, FDP, we talked about the power of qualitative due diligence versus quantitative and the disconnect between what managers think is important in due diligence vs. what is actually important to investors.

This time, we sat down to chat about how the investment ecosystem can't thrive without boutiques; it’s a balancing act. We also discuss alpha and beta and what it means to think like an allocator.