Emerging Markets Insights
Trey and Larry dive into the underperformance of emerging markets over the last 30 years, highlighting the disconnect between economic growth and profit growth. Larry emphasizes the importance of identifying skilled managers in less efficient markets to capitalize on alpha opportunities, questioning whether the risks in emerging markets are adequately compensated. Their discussion sheds light on the evolving landscape of institutional investment strategies.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
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