Capital Allocators – Inside the Institutional Investment Industry Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Sep 19, 2022
Meredith Jenkins from Trinity Wall Street, Casey Whalen from Truvvo Partners, Brett Barth from BBR Partners, and Jon Harris from Alternative Investment Management gathered for a lively discussion. They explored long/short hedge funds and the challenges in tech markets. The group dove into investment strategies in Africa, while Casey revealed insights on private markets. Jon honored his late father, Ira Harris, amidst their banter. The blend of personal stories and investment wisdom highlighted the nuances of navigating today’s market dynamics.
AI Snips
Chapters
Transcript
Episode notes
Market Volatility Favors Stock Pickers
- The current market favors experienced stock pickers due to increased volatility and dislocations.
- Focus on not losing money, then selectively go on offense in promising areas.
Hedge Fund Selection
- Seek managers who know how to short and avoid those adding passive indices.
- Prioritize global and non-US markets for less efficient opportunities.
Active Management in Specific Markets
- Cyclical stocks are worth owning but not always; active management adds value in specific areas.
- Emerging markets and cyclicals benefit from macro-informed long-short strategies.