How I Invest with David Weisburd E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
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Dec 3, 2024 Hansen Ringer, Managing Director at Sepio Capital, shares his expertise in alternative investments. He discusses how family offices are refining their investment strategies in light of recent market trends. Ringer delves into the unique dynamics between stocks and bonds, especially after the shifts caused by inflation. He also highlights the importance of diversifying beyond traditional portfolios, the current landscape of hedge funds, and the critical role of benchmarking in asset allocation. Tune in for insights on navigating the complex world of investing in the coming years.
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Sepio's Differentiation
- Sepio Capital differentiates itself through its robust investment process.
- They emphasize alternative investments and a role-based framework.
Role-Based Framework
- Sepio Capital uses a role-based framework for asset allocation.
- It includes growth drivers, diversifiers, inflation-sensitive, and deflation-sensitive assets.
Credit and Equity Opportunities
- Private credit is hot, but distressed credit offers interesting risk-adjusted returns.
- Venture capital and private equity might present opportunities after repricing.