David Morehead – Top Down Allocation at Baylor (EP.381)
Capital Allocators – Inside the Institutional Investment Industry
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Evolving Portfolio Strategies
This chapter explores the thoughtful evolution of portfolio management, highlighting the shift from over-diversification to a more concentrated approach. The speaker reflects on their experiences at Baylor University, emphasizing the importance of balance between objective metrics and subjective insights in managing investments. Additionally, it discusses the challenges of educating a young team while adapting strategies learned from larger endowments, all within the context of a commitment to support diverse student backgrounds.
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