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New Trends in Investing
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This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Managing Director of Investments Sasan Faiz welcomes Co-Founder of Cordillera “Gus” Araya to discuss new investing trends.
Here are some key takeaways from their conversation:
- Cordillera typically focuses on niche, non-correlated investment opportunities.
- Cordillera seeks early investment opportunities in areas that lack heavy competition, aiming for high returns with lower risks due to less market saturation.
- Cordillera has invested in aging whiskey, sports niches, specialized real estate, carbon markets, and media rights, all of which offer unique market dynamics.
- Cordillera’s investments in sports include participation-based revenue, like entry fees for amateur participants, diversifying income sources beyond media rights and sponsorships.
- It is important to consider moving out of asset classes when they become overcrowded. For example, Cordillera moved away from music publishing and litigation finance when these sectors attracted significant institutional capital.
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