Capital Allocators – Inside the Institutional Investment Industry cover image

Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Navigating Thematic Investing

This chapter explores thematic investing by discussing strategic decisions on fund versus direct investments, exemplified by a seed investment in 3D printing and interest in iBuying. It emphasizes the importance of diversification, relationships, and current industry trends in making informed investment choices.

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