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categories

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 22, 2024 by David Morehead · across every show →

Everything said about categories, oldest first

Apr 22, 2024 positive
Insight
Morehead: Allocators should pick good investments before assigning categories
“The important thing is that the categories not drive your investments. You should do the good thing and then figure out the category after the fact, not the reverse.”
David Morehead Apr 22, 2024 ▶ 33:29 David Morehead – Top Down Allocation at Baylor (EP.381)
Apr 22, 2024 neutral
Insight
Morehead: Portfolio asset categories are merely communication devices
“Where we've gotten on that front is that categories are just communication devices. You can't really boil a portfolio like we're all running into four headers and have it accurately describe what's going on.”
David Morehead Apr 22, 2024 ▶ 32:20 David Morehead – Top Down Allocation at Baylor (EP.381)
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