Capital Allocators – Inside the Institutional Investment Industry Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
Dec 13, 2021
In this conversation, Christopher Zook, Chairman and CIO of CAZ Investments, dives into thematic investing. He discusses the evolution of his firm, which focuses on innovative sectors like GP stakes and midstream energy. Zook shares his insights on navigating disruptive technologies that influence consumer behavior, including notable companies like Zoom and Peloton. Additionally, he reflects on his partnership with Tony Robbins and how it shapes CAZ's future, offering a glimpse into building loyal client relationships and capitalizing on market trends.
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Shorting Subprime
- Christopher Zook's frustration with the housing bubble led him to short subprime with John Paulson.
- This thematic investment approach aligned his interests with investors, maximizing profits.
Thematic Investing
Christopher Zook emphasizes "skating to where the puck is going" in investing. He prefers investments with tailwinds, seeking high-probability, positive outcomes.
GP Stakes Opportunity
GP stakes investments offer downside protection from management fees and locked-up capital. They provide upside potential through business growth.