Kate has over 20 years of experience in investor relations and fundraising for investment managers. Prior to joining Atlas Capital Advisors Inc., she was a Managing Director at Farallon Capital Management, L.L.C. She began her career with Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette) in the Private Fund Group. She received her BA from Bucknell University.
Is the S&P 500 still the best way to invest in U.S. stocks? The dominance of the top ten stocks is historically unusual, and likely unsustainable—as underscored by U.S. tech stocks’ historic $1 trillion selloff on January 27.
In this video, Atlas Capital Advisors’ CIO Ken Frier explains why the equal-weighted S&P 500 will likely be a better investment over the next 5–10 years than the capitalization-weighted S&P 500, and how this shift would have further advantages for managers utilizing a diversified, research-backed stock selection approach such as Atlas Capital.
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