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Content provided by Nick Taylor, Morgan Creek Capital Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Taylor, Morgan Creek Capital Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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It’s Okay To Be Different [January 12, 2023 HedgeD, With A Capital “D” Webinar Series]
Manage episode 353411916 series 3272055
Content provided by Nick Taylor, Morgan Creek Capital Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Taylor, Morgan Creek Capital Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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 [email protected]
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 [email protected]
And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ
46 episodes
Share
Manage episode 353411916 series 3272055
Content provided by Nick Taylor, Morgan Creek Capital Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Taylor, Morgan Creek Capital Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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 [email protected]
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 [email protected]
And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ
46 episodes
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