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Thematic Investing and Raving Fans at CAZ Investments

With:
Christopher Zook

Multi-Asset

Allocator

Manager

MFO

Episode: 226
December 13, 2021

Episode Description:

Christopher Zook is the Chairman and CIO of CAZ Investments, a twenty-year-old, non-traditional multi-family office that has $3 billion invested in a series of thematic strategies, including $500 million from the CAZ team and its shareholders.

Our conversation covers Christopher’s self-determined path to creating CAZ, a thematic model that creates raving fans, and some of CAZ’s investment themes, including GP stakes, midstream energy, disruptive technology, and changing consumer behavior. Along the way, we touch on CAZ’s investment philosophy, sourcing, research, and implementation of themes. We close with Christopher’s relationship with Tony Robbins, and the future of CAZ with Tony as a partner.

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