Capital Allocators – Inside the Institutional Investment Industry Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Sep 19, 2022
Meredith Jenkins from Trinity Wall Street, Casey Whalen from Truvvo Partners, Brett Barth from BBR Partners, and Jon Harris from Alternative Investment Management gathered for a lively discussion. They explored long/short hedge funds and the challenges in tech markets. The group dove into investment strategies in Africa, while Casey revealed insights on private markets. Jon honored his late father, Ira Harris, amidst their banter. The blend of personal stories and investment wisdom highlighted the nuances of navigating today’s market dynamics.
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Sector Composition of Private Equity
- Current private equity investments favor growth sectors like software, technology, and healthcare.
- This contrasts with the traditional focus on manufacturing and basic businesses.
Investing in Africa
- Meredith Jenkins explored investing in Africa, intrigued by attractive valuations due to low capital flow.
- She backed a startup Africa public equities fund, seeing potential in undervalued businesses.
Emerging Markets and Associated Risks
- Emerging markets face challenges from fund flows, rising US interest rates, and a strong dollar.
- These factors raise questions about adequate compensation for inherent risks.