Bottom-Up Investment Strategy
Ted and Mario discuss the unique approach of blending bottom-up investment strategies with macroeconomic considerations in managing large pools of capital. They emphasize the importance of identifying quality assets and maintaining diversification across various asset classes. The conversation highlights a shift towards a long-term investment mindset, focusing on companies that can compound over time, particularly in the realm of U.S. multinational companies and liquid markets.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
Related Questions