It’s Okay To Be Different [January 12, 2023 HedgeD, With A Capital “D” Webinar Series]

HedgeD

English - January 25, 2023 01:26 - 47 minutes - 43.5 MB
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Previous Episode: = ATWWY: A Follow-up Conversation with Morgan Creek’s Cory Lester and Andrew Schmeelk [November 09, 2022 HedgeD, With A Capital “D” and Around The World With Yusko Combined Webinars]

Next Episode: What’s New and Exciting in Software, featuring special guests David Atterbury and Andrew Carlson from Whetstone Capital Advisors

In the inaugural HedgeD, With A Capital “D” webinar for 2023, we discuss some of the lingering concerns surrounding the economy and markets and what this might mean for investors. In summary, we think 2023 could be the year where being different pays off. We discuss why we believe that investors should consider focusing on international equity markets over domestic, emphasizing value-oriented strategies instead of growth, watching for signs of a resurgence in active management vs. passive and avoiding the largest weights in the major indices. We hope you enjoy the episode.

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