The Minutes of Marc Rowan on investment strategy https://minutesof.com/marc-rowan/on/investment-strategy/ Everything Marc Rowan has said on investment strategy: 2 verbatim quotes between July 2021 and April 2022, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:35 +0000 Rowan believes hybrid strategies offer the best risk-reward with downside protection and equity upside in unce https://minutesof.com/q/1d1fc120-9784-44f0-a873-1ec7555b5377/ https://minutesof.com/q/1d1fc120-9784-44f0-a873-1ec7555b5377/ “You're getting downside protection because the world is uncertain from a geopolitical and an economic point of view. You have enough equity upside that you should have pretty good returns.” — David Rubenstein Wed, 20 Apr 2022 11:09:09 +0000 investment strategy Rowan identifies hybrid as a $30 billion business offering mid-teens returns with lower risk than opportunisti https://minutesof.com/q/207f8efd-7b4d-4ceb-b4bd-9b01ef3b541d/ https://minutesof.com/q/207f8efd-7b4d-4ceb-b4bd-9b01ef3b541d/ “This thing called hybrid, which is 30,000,000,000, is actually really interesting because it is neither yield nor opportunistic. It is never going to be the highest rate of return.” — Bloomberg Live Thu, 15 Jul 2021 15:56:20 +0000 investment strategy