André Perold – Pockets of Inefficiency at HighVista Strategies (Capital Allocators, EP.169)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Investment Evolution
This chapter reflects on the 16-year journey of High Vista Strategies, exploring the shift from traditional asset allocation to a more opportunistic approach in response to evolving market conditions. The conversation emphasizes the necessity of agility, proactive strategies, and the role of networking in uncovering unique investment opportunities, particularly in sectors like biotech and frontier markets. Key themes include the importance of transparency, governance, and the identification of inefficiencies that can drive sustainable alpha in a diverse investment landscape.
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Transcript
