Evolving Portfolio Strategies
Kim emphasizes the need for a shift in portfolio construction to enhance Alpha generation, especially as traditional returns decline. She highlights the importance of a broader, macro perspective when selecting managers, particularly in sectors like real estate, where understanding future trends is crucial. The conversation reveals that an intellectually curious team is vital for navigating these evolving investment landscapes.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
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