E&P Investment Outlook
Larry discusses the evolving landscape of public equity markets for exploration and production (E&P) companies, highlighting potential opportunities amidst historical over-investment trends. He emphasizes the importance of maintaining a balanced portfolio while navigating macroeconomic risks, particularly in light of geopolitical tensions. By adopting a cautious approach and adjusting risk levels, there's a strategic focus on identifying capable managers who can execute effectively in this changing environment.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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