Investment Identity Evolution
Early on, the organization recognized the importance of a clear investment identity, particularly in the realms of climate and impact. Over time, they honed their focus on developing competitive advantages in less crowded investment areas, leading to a diversified asset allocation strategy that balances equities, real assets, and specialty finance. This approach not only reflects their mission but also positions them favorably against peer institutions.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
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