Educational Alpha
Educational Alpha
Bill Kelly
S1: Conversation with Dr. Ashby Monk, Researcher on long-term investing at Addepar and Stanford University
26 minutes Posted Apr 19, 2023 at 12:52 pm.
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In this episode, Bill talks with Ashby Monk, whom he describes as a “rock-star” in the industry. Their intriguing discussion breaks down Ashby’s recently co-authored paper the Investor Identity: The Ultimate Driver of Returns. This one is a real “behind the curtain” peek at the argument being made about institutional investors’ “identity” being the leading driver of returns within a portfolio. Listen in!