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Samantha Davidson on Bloomberg at the Milken Global Conference

Cambridge Associates
Samantha Davidson on Bloomberg at the Milken Global Conference

At the Milken Global Conference, Samantha Davidson, President and Head of Investing at Cambridge Associates, appeared on Bloomberg to discuss how investors can navigate today’s more complex investment environment.

During the interview, Samantha shared Cambridge Associates’ perspective on portfolio resilience, emphasizing disciplined portfolio construction, real diversification, and planning for multiple outcomes rather than relying on concentrated investment bets. Her comments reflected the need for investors to remain adaptable as markets evolve.

She also discussed liquidity conditions in private markets, noting that the recent “distribution drought” appears to be easing. At the same time, Samantha stressed that while private assets continue to present meaningful opportunities, manager selectivity is increasingly important as higher competition and changing valuations affect the market landscape.

Watch the full conversation below:

 

About Cambridge Associates

Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact us today.

 

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