Chief Investment Officer Brad Conger was recently interviewed on the podcast How I Invest with David Weisburd, where he shared his nuanced perspective on the evolving dynamics of institutional investing. In the episode, Brad explores the structural decline of the small-cap index, how private markets have siphoned off the highest-quality growth companies, and why illiquidity can actually be a feature—not a bug. Brad also shares how he builds conviction in contrarian positions, what makes a great spinout manager, and why bigger private equity funds may still outperform.

Listen to the full podcast here or on:

• Apple Podcast
• Spotify
• YouTube