Strategic Portfolio Management
Carrie shares her experience navigating the 2008 financial crisis with a balanced portfolio approach, emphasizing the importance of long-term thinking over short-term performance. By focusing on building strong relationships with active managers, she highlights the significance of strategic asset allocation—maintaining a roughly equal distribution across equities, fixed income, and alternative assets. This method allowed the team to weather market fluctuations while staying true to their investment philosophy.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
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