FlyerTalk Forums - View Single Post - Index funds vs active money management for Ultra High Net Worth accounts.
Old Nov 16, 2021 | 11:18 am
  #46  
dhuey
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Originally Posted by WasKnown
If you can comfortably put all of your assets into something like VTSAX + whatever else, you’re probably not in a position to afford and operate a family office. If you have 100M+, putting a large sum of money into index funds is foolish when major funds like USV or even fund of funds like HBP are delivering 40%+ IRR consistently. Even without deploying capital directly, there are much better options than straight indexing for people that can afford to LP into tier 1 funds (usually costs around $30M-$50M for a commitment if you’re connected and far more if you’re not).
Consistently returning 40%+ is the rarest of birds in the fund management world. For example, the Yale endowment is known for its extraordinarily good long-term performance since the 1990s, and even that has had an average annual return around 12%.

Anyone hearing a pitch from a fund manager that they can provide anything like a 40%+ return, consistently, should hold their wallet tightly and walk slowly out of the room. Leave your free coffee drink behind. Don't make direct eye contact with the fund managers.
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