Morgan Creek’s High Conviction Equity Themes For 2022 & Beyond (Part I – Growth Ideas)

We continue the holiday tradition started this time last year with the second installment of Morgan Creek’s top equity themes for the year ahead and beyond. The goal of the series is to talk through a lot of ideas at a high level in hopes of encouraging further research and due diligence by you, our listeners. We hope you find the Growth-oriented ideas in today’s episode interesting and provocative, and would encourage you to reach out with any follow-up questions by emailing us  HedgeD@morgancreekcap.com, following us on Twitter @HedgeD_Podcast or visiting us on the web at https://www.morgancreekcap.com/opportunistic-equity/

 

Part 2 of this series will be released in the coming weeks and focus on our top Value-oriented and Short ideas for 2022 and beyond. Be on the lookout for that episode to drop before year-end.

 

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Visit us on the web at www.morgancreekcap.com/hedge-funds/

 

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