Investment Strategy Insights
Tom shares valuable lessons learned from managing duration risk, emphasizing the importance of timely decisions in asset allocation. He discusses the strategic shift towards a Boston-based group known for its steady approach, highlighting a balanced portfolio with a focus on long-only equities split between US and global markets. As private investments become more liquid, he anticipates adjustments to enhance portfolio performance.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
Related Questions
Is investing in bonds risky, based on the episode Talk Your Book: Betting on Duration and the clip Bond Math Insights?
Is investing in bonds risky, based on the episode It Wasn't Transitory (EP.227) and the clip Bond Leverage Insights from Talk Your Book: Betting on Duration and the clip Bond Math Insights?