Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
Dec 2, 2024
Chris Heller, Co-Founder and Co-Managing Partner at Cordillera Investment Partners, dives into unconventional investments, including whiskey aging and even alligator farming. He discusses how niche assets provide unique opportunities for diversification amid turbulent markets. The conversation highlights the complexities of investing in spectrum for 5G and emphasizes the importance of ESG factors in decision-making. With a focus on innovative sourcing strategies, Heller shares his insights on navigating this 'weird stuff' to maximize returns.
42:48
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Quick takeaways
- Cordillera Investment Partners focuses on niche, non-correlated alternative assets, seeking unique opportunities often overlooked by mainstream investors.
- The firm's rigorous due diligence process allows for a thorough assessment of unconventional investments, mitigating risks and enhancing return potential.
Deep dives
Founding and Philosophy of Cordillera Investment Partners
Cordillera Investment Partners, co-founded by Chris Heller and his partners, focuses on niche, non-correlated alternative investment strategies. Established in 2014, the firm emerged from the recognition that traditional alternative assets had become competitive and commoditized, leading to diminished returns. The founders, all with substantial backgrounds in finance and investment, sought to revert to basic principles of investing by targeting truly unique opportunities often overlooked by mainstream investors. By concentrating on these lesser-known assets, Cordillera aims to achieve higher returns while minimizing correlation with conventional asset classes.
