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19min chapter
Ep.55: Speed to Scale Through Concentrated Diversification - Troy March - Director of Real Estate - North Carolina Retirement System
The Distribution by Juniper Square
Navigating Niche Investments
This chapter explores asset allocation strategies and the significance of identifying unique investment opportunities within niche markets. It emphasizes the value of a top-down approach to portfolio diversification, focusing on lesser-known asset classes like medical offices and marinas. The discussion also touches on the importance of effective communication between fund managers and investors while navigating the dynamics between large and mid-sized managers in the investment landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode