Capital Club Asset Allocation During Challenging Times with Britt Messer
Welcome back to the Colloquium Podcast! In this episode, I welcome Britt Messer to the show! Britt serves as Chief Investment Officer of Southeastern Trust Company and leads the firm's Nashville office which opened earlier this year. Prior to joining SETCO, he spent 20 years as an investment analyst and portfolio manager for a large regional bank.
In this episode, Britt talks about asset allocation and management during challenging times brought by the COVID-19 pandemic. He talks about private equity and alternative investments and where he thinks the market is heading from here. He also shares his thoughts on NFTs, meme stocks, and cryptocurrency. Join us and listen in!
[00:01 – 09:05] Opening Segment
- Welcoming Britt to the show
- Britt shares his background
- Advising and managing portfolios
- Figuring out today’s markets
- The value and solutions Southeastern Trust brings
[09:06 – 30:25] Private Equity and Asset Allocation
- Transitioning into a trust company
- The degree of comfort the model brings
- Flexibility and accessibility in Tennessee
- Asset allocation decision-making during challenging times
- Looking at where the market is going
- Britt’s thoughts on value stocks today
- Britt on fixed income bond portfolios
- Non-dollar denominated bonds
- Private equity alternatives
- Britt on NFTs and Robinhood
- Meme stocks
- Britt’s thoughts on cryptocurrency
[30:26 – 41:54] Changes in the Investing World
- How investing has changed in the last 50 years
- Does debt matter anymore?
- Economic growth and GDP
- How Britt curates information on a daily basis
- What he is reading right now
- Reacting to volatility and bear markets
- How worried Britt is about inflation
[41:55 – 44:53] Closing Segment
- What Britt does for fun
- How you can connect with Britt and his firm
- Closing words
Tweetable Quotes
“I think one thing that is proven out and it shows them the results and shows them the numbers is that solid private managers still tend to outperform and provide an alpha over public equities over the lifecycle of their funds.” - Britt Messer
“You are going to see more bear markets, you're going to see more volatility. It's really how you react to it and how you adjust to those situations." - Britt Messer
Resources Mentioned:
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