Niche Investment Opportunities
André highlights the potential in underappreciated sectors like biotech and smaller banks, emphasizing the importance of understanding these niches. He challenges the common belief that asset allocation is the sole driver of returns, arguing that finding skilled managers who can generate alpha is equally crucial. The conversation reveals the delicate balance between manager selection and asset allocation in achieving investment success.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] André Perold – Academic Practitioner (Capital Allocators, EP.02)
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