New Trends in Investing

This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Managing Director of Investments Sasan Faiz welcomes Co-Founder of Cordillera “Gus” Araya to discuss new investing trends. 

Here are some key takeaways from their conversation:

- Cordillera typically focuses on niche, non-correlated investment opportunities.

- Cordillera seeks early investment opportunities in areas that lack heavy competition, aiming for high returns with lower risks due to less market saturation.

-  Cordillera has invested in aging whiskey, sports niches, specialized real estate, carbon markets, and media rights, all of which offer unique market dynamics.

-  Cordillera’s investments in sports include participation-based revenue, like entry fees for amateur participants, diversifying income sources beyond media rights and sponsorships.

-  It is important to consider moving out of asset classes when they become overcrowded. For example, Cordillera moved away from music publishing and litigation finance when these sectors attracted significant institutional capital.