CAZ Investments Quarterly Letter
2022 - Quarter 1
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2022
Quarterly Letters & Insights
Articles
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TD Ameritrade Network
CAZ's Matt Lindholm talks Consumer Discretionary stocks on TD Ameritrade
watch nowTD Ameritrade Network
Matt Lindholm discusses inflation and rising interest rates on TD Ameritrade
watch nowMoney Life with Chuck Jaffe
Christopher Zook talks thematic investing opportunities on Market Call (starts at 00:35:34)
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2021
Quarterly Letters & Insights
Articles
BUSINESS INSIDER
Christopher Zook shares three types of investment opportunities on his radar
TV / Video / Radio
Capital Allocators
Christopher Zook joins Ted Seides to talk thematic investing & raving fans on Capital Allocators
watch nowFamily Office Association
Family Office Association Interview with Tony Robbins, Christopher Zook and Ajay Gupta
watch nowMoney Life with Chuck Jaffe
Christopher Zook talks long-term thematic investing on Market Call (starts at 00:34:25)
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2020
Quarterly Letters & Insights
Articles
Institutional Investor
Aberdeen's Bonaccord teams up with CAZ to buy stakes in private markets managers
THE WALL STREET TRANSCRIPT
Interview: Christopher Zook on investing thematically in private equity and disruptive technology
WSJ PRO PRIVATE EQUITY
CAZ's Christopher Zook gives his thoughts on various types of GP-stakes deals
TV / Video / Radio
Money Life with Chuck Jaffe
Christopher Zook discusses his firm's investment methodology on Market Call (starts at 00:39:00)
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2019
Quarterly Letters & Insights
Articles
WSJ PRO - Private Equity
Energy Power Partners Seeks $300 Million for its Third Renewable-Energy Fund
Houston Business Journal
Esports has Houston leaders pumping money into a fast-growing industry
TV / Video / Radio
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2018
Quarterly Letters & Insights
Articles
Houston Business Journal
CAZ Investments Ranks Among Largest Houston-Area Money Management Firms
Buyouts
Five Questions with Christopher Zook, chairman of multifamily office CAZ Investments
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2017
Quarterly Letters & Insights
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2016
Quarterly Letters & Insights
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2015
Quarterly Letters & Insights
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Archive
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2014
Quarterly Letters
Articles
Barron's
Stocks Fall Slightly After a Jittery Friday
Valuation concerns returned amid fears over Putin's Ukraine intentions. Some investors pared holdings ahead of a possibly volatile weekend.
Barron's
Fervor for Large-Caps Drives Dow to New High
The Fed's statement led investors to believe the central bank won't get in the way next year by raising rates too early, says Christopher Zook, chief investment officer of CAZ Investments. Zook, who frets that market complacency is rife, adds that the small-cap action is worrisome: "You can't have a significant rally [from here] if small- and mid-caps aren't rallying."
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2013
Quarterly Letters
Articles
Houston Business Journal
Houston PE Firm Closes its Largest Health Care Fund
Houston-based CAZ Investments recently closed on a $28.7 million private equity health care fund, a sign that the city may be coming into its own as a source of investment for the industry.
Houston Business Journal
Houston PE Firm Closes its Largest Health Care Fund
CAZ Investments CIO, Christopher Zook explains his firm's launch of its largest health care fund amid a dip in life sciences venture capital investing
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2012
Quarterly Letters
Articles
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2011
Quarterly Letters
Articles
Barron's
Investors Step on the Accelerator Again
"High-quality big-caps that pay dividends came into 2011 at less expensive valuations, so worried investors gravitated to them, says Christopher Zook, the chief investment officer of CAZ Investments. Their businesses are doing better because they don't need tremendous revenue growth to raise profits and dividends, he says.
CNN Money
Hedge Funds Suffer Worst Quarter Since 2008
"The hardest part of the third quarter was that everything was correlated--similar to what we saw in 2008, " said Christopher Zook, chief investment officer at CAZ Investments. "September was an especially painful month, when the only asset that rallied was U.S. government bonds. Even gold did poorly."
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2010
Quarterly Letters
Articles
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2009
Quarterly Letters
The Buying Opportunity of Our Generation, Part II (CAZ Market Update - March 2, 2009)
2009 - Quarter 1
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2008
Quarterly Letters
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2007
Quarterly Letters
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2006
Quarterly Letters
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2005
Quarterly Letters
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2004
Quarterly Letters
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2003
Quarterly Letters
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2002
Quarterly Letters
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