Capital Allocators – Inside the Institutional Investment Industry cover image

[REPLAY] Kim Lew – The Carnegie Way (Capital Allocators, EP.52)

Capital Allocators – Inside the Institutional Investment Industry

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Long-Term Investment Strategies

This chapter explores how a team prioritizes long-term thinking in investment strategies, discussing diverse topics like demographics and cryptocurrency that could shape future opportunities. It also examines the complexities of portfolio management, addressing challenges with emerging talent and established managers. The episode emphasizes the necessity for evolving skill sets and encourages a balance between risk-taking and cautious institutional investment.

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