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Hedgeye Investing Summit Spring 2024 | Dan Rasmussen, Founder & CIO, Verdad Advisers

Hedgeye Podcasts

NOTE

Diversifying into Private Equity

Large endowments and foundations initially maintained their equity allocations but shifted their bond investments into private equity, maintaining portfolio volatility while increasing equity risk. This led to a preference for 100% equity over a 60-40 portfolio. Contrary to the belief that bonds are bad, holding bonds until maturity in some cases proved profitable. Market trends suggest that investing should not solely rely on analysis but consider broader adoption and strategies.

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