Magic Markets #94: The Westbrooke Portfolio

Episode 94 September 21, 2022 00:31:51
Magic Markets #94: The Westbrooke Portfolio
Magic Markets
Magic Markets #94: The Westbrooke Portfolio

Sep 21 2022 | 00:31:51

/

Show Notes

Alternative assets have been a key discussion point for us this year, as a means to diversify the portfolio as well as hedge against listed assets through achieving uncorrelated exposure.

We’ve had a fantastic time learning about the various alternative asset strategies with Westbrooke. We've welcomed the team over several episodes since the first appearance on Episode 59. 

We’ve covered a great deal of ground since that show, so we thought it would be useful to our listeners to take a more holistic view and wrap this into a recap of some concepts while probing developments in the market so far this year.

In this episode, we ask Dino Zuccollo to reflect on whether demand for alternative assets this year has been in line with expectations. We also talk about trends like local vs. offshore allocations in this space.

With reference to the eight previous shows, we recap elements of the alternative asset strategy. Of course, we couldn’t resist discussing our favourite Westbrooke shows thus far and why!

For more information on Westbrooke’s alternative asset strategies, be sure to visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.

Other Episodes

Episode 82

June 29, 2022 00:34:20
Episode Cover

Magic Markets #82: Stories from Traders

In all our discussions with Petri Redelinghuys, the founder of Herenya Capital Advisors, we’ve talked about the incredible community of traders that has been...

Listen

Episode 176

May 22, 2024 00:24:03
Episode Cover

Magic Markets #176: Walmart and Under Armour

Walmart is a good example of a pullback from the work-from-home trend that became a feature of the pandemic, with many viewing this as...

Listen

Episode 196

October 09, 2024 00:30:25
Episode Cover

Magic Markets #196: The China Effect

News of stimulus in China has caused substantial volatility in the markets, with a sharp initial rally and then a cooling down as the...

Listen