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Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Investment Challenges During COVID
This chapter discusses the complexities of starting a new investment strategy during the COVID pandemic, blending excitement with apprehension. It highlights the importance of aligning investments with the operational needs of healthcare organizations while refining portfolio management for efficiency. The narrative emphasizes concentrated investments in emerging markets like India and China, showcasing strategic approaches to handle volatility and regulatory challenges.
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