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Kandungan disediakan oleh Nick Taylor, Morgan Creek Capital Management, and LLC. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Nick Taylor, Morgan Creek Capital Management, and LLC atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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It’s Okay To Be Different [January 12, 2023 HedgeD, With A Capital “D” Webinar Series]

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Manage episode 353411916 series 3272055
Kandungan disediakan oleh Nick Taylor, Morgan Creek Capital Management, and LLC. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Nick Taylor, Morgan Creek Capital Management, and LLC atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In the inaugural HedgeD, With A Capital “D” webinar for 2023, we discuss some of the lingering concerns surrounding the economy and markets and what this might mean for investors. In summary, we think 2023 could be the year where being different pays off. We discuss why we believe that investors should consider focusing on international equity markets over domestic, emphasizing value-oriented strategies instead of growth, watching for signs of a resurgence in active management vs. passive and avoiding the largest weights in the major indices. We hope you enjoy the episode.

You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com

Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/

Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com

And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

  continue reading

45 episod

Artwork
iconKongsi
 
Manage episode 353411916 series 3272055
Kandungan disediakan oleh Nick Taylor, Morgan Creek Capital Management, and LLC. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Nick Taylor, Morgan Creek Capital Management, and LLC atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In the inaugural HedgeD, With A Capital “D” webinar for 2023, we discuss some of the lingering concerns surrounding the economy and markets and what this might mean for investors. In summary, we think 2023 could be the year where being different pays off. We discuss why we believe that investors should consider focusing on international equity markets over domestic, emphasizing value-oriented strategies instead of growth, watching for signs of a resurgence in active management vs. passive and avoiding the largest weights in the major indices. We hope you enjoy the episode.

You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com

Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/

Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com

And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

  continue reading

45 episod

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