Sandra Robertson – Calibrating Oxford’s Portfolio in a Crisis (Capital Allocators, EP.131)

Sandra Robertson, the savvy CEO and CIO of OU Endowment Management, shares her insights on navigating market challenges. She discusses portfolio calibration amid volatility and emphasizes opportunity assessment in uncertain times. With a focus on strategic adaptability, she introduces a traffic light system for evaluating investment health. The conversation also covers the importance of maintaining productivity and liquidity management during crises, making for an engaging discussion on investment strategies in turbulent markets.