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Best of the Best: Building a portfolio of great managers - Daniel Kelly | Viola Private Wealth
In our last Equity Mates Investing episode for 2025, Daniel Kelly, Chief Investment Officer at Viola Private Wealth, joins us to unpack how professional investors think about portfolio construction. We dive into Viola's methodologies for manager selection and building an “all-weather” portfolio that can hold up across times of turbulence and change.
In this episode:
• The Core Squared Satellite model and why Viola runs two “cores” instead of one
• How to think about liquidity (and why most investors get it wrong)
• The five alternative asset classes Viola uses to diversify risk
• The red…
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