Portfolio Strategy Insights
Dan emphasizes the importance of diversification in portfolio construction, even when it means selecting lower-ranked assets. He highlights the need for regular rebalancing to respond to changing valuations and fundamentals, particularly in the volatile microcap sector. Understanding the illiquidity of these investments is crucial, as it requires strategic decisions on position sizes and trading volumes to effectively manage risk and capitalize on value opportunities.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
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