Niche Investment Strategies
André highlights the potential in overlooked sectors like biotech and smaller banks, emphasizing the importance of understanding these niches. He challenges the conventional view on asset allocation versus manager selection, arguing that discovering alpha is crucial and can significantly impact investment outcomes. The conversation reveals the delicate balance between diversification and the pursuit of high-performing managers.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
André Perold – Academic Practitioner (Capital Allocators, EP.02)
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