The Risks of Trying To Time Markets (With Arjun Raghavan)

In this week's episode, Simon is joined by Arjun Raghavan, the CEO of Partners Capital. Dubbed originally as ‘the money manager to the money managers’, today Partners Capital is a global outsourced investment office acting for endowments, foundations and ultra-high-net-worth families. The firm currently manages over $40 billion, and employs over 200 people in 7 cities.

In our preview video here, Arjun explains how a market timing strategy may not be a wise move for your investing strategy.

In the full episode, he discusses the evolution of the endowment model (notably pioneered by David Swensen), their assessment of high fees for seeking alpha, how they seek out opportunities, diversifying into ‘alternative alternative’ assets, and how to get ahead of the market by capitalising on ‘megatrends’.

Full episode out now on all major podcast apps, including Apple Podcasts and Spotify!