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What Went Wrong, Right & What Do We Still Like (Part III – 2021 Review)
Manage episode 318745629 series 3272055
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.
Follow us on Twitter @HedgeD_Podcast
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
Join our monthly webinar series called HedgeD, With A Capital “D” by emailing us at HedgeD@morgancreekcap.com
45 episoder
Manage episode 318745629 series 3272055
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.
Follow us on Twitter @HedgeD_Podcast
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
Join our monthly webinar series called HedgeD, With A Capital “D” by emailing us at HedgeD@morgancreekcap.com
45 episoder
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