Adapting Investment Strategies
Adam emphasizes the importance of learning from past mistakes and adapting investment strategies based on evolving data. He reflects on historical decisions, such as avoiding Japan's market in the 90s and investing in managed care companies during healthcare reform discussions. The conversation highlights the challenges of navigating market discrepancies and the necessity of having a supportive client base and internal culture to make bold investment choices.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Adam Karr – Extreme Alignment at Orbis (EP.338)
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