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Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
Capital Allocators – Inside the Institutional Investment Industry
Intro
This chapter discusses thematic investing strategies at CAZ Investments and the firm's approach to building a loyal client base of 'raving fans.' It highlights the significance of adapting investment strategies to evolving market conditions and consumer behaviors with a focus on GP stakes, midstream energy, and disruptive technology.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode