Pinkus Capital: Dollar-Term Risk Beats Rebalancing for Taxable Wealth
Scott Abu Khair reveals Pinkus Capital's dynamic allocation framework, moving past endowment models to manage dollar liabilities and illiquid commitments.
Why Billionaires Quietly Abandoned 60/40
With David Weisburd, Scott Abu Khair · Sunday, July 19, 2026
This episode features Scott Abu Khair, CIO of Pinkus Capital Management, who discusses the complexities of calculating after-tax returns and how traditional investment models fail taxable investors. He outlines Pinkus Capital's unique dynamic asset allocation framework, which prioritizes dollar-term risk management and unfunded commitment controls, while emphasizing the importance of long-term relationships and the ability to selectively say 'no' to opportunities.
Pinkus Capital's 'No': How Relationship Duration Outweighs Multi-Million Deals
Scott Abu Khair of Pinkus Capital details how strategic 'no's and deep, decade-long relationships create a compounding edge, signaling a shift in how sophisticated allocators secure proprietary deal flow in competitive markets.