What Went Wrong, Right & What Do We Still Like (Part III – 2021 Review)

HedgeD

English - January 27, 2022 00:57 - 1 hour - 78.2 MB
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Previous Episode: Morgan Creek’s High Conviction Equity Themes For 2022 & Beyond (Part II – Value & Short Ideas)

Next Episode: Surveying The South Korean Investment Landscape [March 2022 HedgeD With A Capital “D” Webinar Series]

In this episode of HedgeD, we conclude our holiday series exploring Morgan Creek’s highest conviction equity themes by taking a look back at our top picks for 2021 to see what we got wrong, what we got right and what we still like. We hope you enjoyed this three-part series and if you missed Part I, which focused on our top Growth themes, or Part II, which focused on our top Value & Short themes, please give them a listen, as they set the stage for a lot of the content we will be talking about with the help of some outside guests throughout 2022. And, as always, if you like what you hear, we kindly ask that you rate and review the podcast wherever you subscribe. Finally, let us be the last to wish you at this point a happy and prosperous New Year, and thank you for making 2021 such a resounding success for HedgeD.

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