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#285 - Gabe Bodhi - CEO of Tekton Group - Expert in Sub-Institutional Multi-family investments

The Fort

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Understanding the Cyclical Nature of Markets

In 2002, I joined Janice Capital as a financial analyst focused on financial services stocks. 2008 brought the financial crisis, which devastated the industry. Throughout my investing career, I've learned that human nature drives market behavior, with fear and greed playing significant roles. This leads to risk assets overshooting on both the upside and downside. Taking advantage of these overshoots is a durable source of outperformance. Waiting for fear and buying during market downturns is a smart strategy. Our organization is built to capitalize on this principle.

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