Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Investment Challenges in Tech Turmoil
This chapter explores the current public market dynamics amid a significant tech sell-off, highlighting the challenges faced by long-short equity strategies and the shifting sentiment among emerging investors. It emphasizes the need for experienced management to successfully navigate complex market conditions while discussing strategic decision-making, asset allocation, and the evolving role of hedge funds. Additionally, the chapter examines the implications of deglobalization on investment strategies, particularly in the context of multi-manager portfolios and opportunities within domestic infrastructure.
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