About The Episode
With increasing market volatility and shifting capital allocations, experienced hands are invaluable. On this episode of the Dakota Live! Podcast, we sit down with Brian La Bore, founder of La Bore Investment Partners, to take a top-down view of today’s markets and the trends shaping manager selection.
With over 25 years of investment research and advisory experience, including two decades at Greycourt, Brian has been at the forefront of manager due diligence for ultra-high-net-worth families and family offices. His insights into active vs. passive capital flows, the shift from public to private markets, and the challenges of China allocations offer a clear-eyed perspective on where institutional investors are focusing their attention.
Brian explores behavioral finance’s role in decision-making, investor reactions to underperformance, and why short-term relative performance matters—even in long-horizon strategies. He also highlights emerging opportunities in U.S. small caps, long value/short growth, and biotech, while addressing asset management headwinds like talent migration and volatility.
For asset managers looking to break into institutional portfolios, Brian shares practical advice on how to position an investment strategy, communicate competitive advantages, and align interests with investors. If you’re navigating today’s investment environment—whether as an allocator, asset manager, or investment professional—this conversation is packed with actionable insights.
