David Marra & Beryl Elites
David Speaks with Elaine Wu of Beryl Consulting on the Beryl Elites Channel.
David Mara on Investing in AI and Growth Winners with Capital Protection
David Marra joined Elaine Wu of The Beryl Consulting Group on the Beryl Elites Channel for a conversation about investing in AI and growth winners while protecting a portfolio from market corrections. David breaks down what investors can do when so many growth portfolios have become dangerously overconcentrated and valuations are high. He also walks through the thinking behind Markin's Volterra strategy—participating in technology-driven high growth equities while also protecting capital—and how he combines fundamental and systematic methods to capture upside without abandoning disciplined risk management. Along the way, David makes the case for why risk-managed portfolios of stocks and long-term compounding matter more than chasing single stocks, and how advisors and allocators can build growth exposure that holds up in up and down markets.
This communication is not a solicitation or offer to sell investment advisory services. All content provided is for informational purposes only and should not be relied upon as investment advice. Information is subject to change at any time, and Markin Asset Management, LP is under no obligation to provide updates or amendments. There is no guarantee that any strategies discussed will be effective or that any events will come to pass. Investment in securities involves the risk of loss. Past performance is no guarantee of future returns.
All opinions expressed by David Marra in this presentation are his personal opinions and do not reflect the opinions of Markin Asset Management, LP or any of its affiliates. You should not treat any opinion expressed as an inducement or recommendation to make a particular investment or follow a particular strategy. The opinions expressed were based upon reasonable information known at the time and are subject to change without notice. Past performance is not indicative of future results.
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