Constructive Outlook

Published on
August 14th, 2019
Duration
16 minutes


Constructive Outlook

Trade Ideas ·
Featuring Jay Van Sciver

Published on: August 14th, 2019 • Duration: 16 minutes

Jay Van Sciver, sector head of industrials and materials at Hedgeye, discusses why building-product stocks like Mohawk Industries have been underperforming the stock market for the past year. He reviews why that underperformance could be nearing an end, outlines the evidence for an upcoming rebound in residential construction, and notes how traders can take advantage of that rebound, in this interview with Justine Underhill. Filmed on August 13, 2019.

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Mark Yusko

Morgan Creek Capital Management, Co- Founder, CEO, & CIO

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets.

Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. Mr. Yusko has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek, as is the mandate to Invest in Innovation.

Mr. Yusko is again at the forefront of investing through Morgan Creek Digital Assets, which was formed in 2018. Morgan Creek Digital is an early stage investor in blockchain technology, digital currency and digital assets through the firm’s Venture Capital and Digital Asset Index Fund.

Mr. Yusko received a BA with Honors from the University of Notre Dame and an MBA in Accounting and Finance from the University of Chicago.