private market portfolio
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 18, 2023 by Muthu Muthiah · across every show →
Everything said about private market portfolio, oldest first
Sep 18, 2023 bullish
Muthiah relies on private markets for tech exposure over public mega-caps
“The way we think about it is to say on the growth spectrum of things, especially in tech, let's take the exposure in our private market portfolio, which means that our portfolio won't keep up with big rallies in the market and won't have as much momentum, but …”