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How to Think Long-Term When Investing

Kim Lew and Meredith Jenkins manage a $3 billion portfolio for Carnegie Corp. Here they discuss the challenges and opportunities in investing long-term.

Delivering Alpha Episode 3

Kim Lew and Meredith Jenkins share the title of co-chief investment officer for Carnegie Corp.'s $3 billion investment portfolio. The structure allows the duo to better manage risk as they challenge each other's investment decisions: a formal part of their process. It's working. The portfolio earned 15 percent between March 2013 and 2014 and 10 percent over 10 years. Lew and Jenkins talk about the opportunities for long-term investors.

See what you missed at this year's Delivering Alpha conference.

Delivering Alpha

Episode 8 The First Rule of Investing: Don't Lose Money
Episode 7 Preparing Portfolios for Volatile Markets
Episode 6 Keeping Things Interesting After 25 Years of Investing in Credit