Capital Allocators – Inside the Institutional Investment Industry cover image

David Morehead – Top Down Allocation at Baylor (EP.381)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating Small-Cap Investments

This chapter explores investment strategies centered on small-cap stocks amid changing market dynamics, highlighting the differences between large-cap and small-cap valuations due to macroeconomic factors. The discussion covers the importance of flexible categorization in investment portfolios and emphasizes a merit-based decision-making approach. Additionally, the chapter addresses the complexities of portfolio management, particularly in large endowment funds, and the significance of strengthening relationships with investment managers.

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