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Media and Insights

2024

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2024 – Quarter 1

Third Thursday Themes
  1. Undercapitalization of Secondaries: Third Thursday Themes – May 2024

  2. Inside of Infrastructure: Third Thursday Themes – April 2024

  3. Powering the Future: Third Thursday Themes – March 2024

  4. The Investors Backing Tomorrow’s Cures: Third Thursday Themes – February 2024

Articles
  1. PR NEWSWIRE

    CAZ Investments Announces $1 Billion Commitment to Blue Owl GP Stakes Fund VI

TV / Video / Radio
  1. FOX BUSINESS

    Christopher Zook: The Fed isn’t getting data that shows they need to cut

  2. ALTERNATIVE INVESTING ADVANTAGE

    Making Sense of Alternative Investments with Christopher Zook

  3. ADVISORPEDIA

    The Holy Grail of Investing: Exclusive Previews from the Upcoming Book with Christopher Zook

  4. FOX BUSINESS

    Christopher Zook: Market is showing some ‘pockets of opportunity’

2023

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2023 – Quarter 4

  2. CAZ Investments Quarterly Letter 2023 – Quarter 3

  3. CAZ Investments Quarterly Letter 2023 – Quarter 2

  4. CAZ Investments Quarterly Letter 2023 – Quarter 1

Third Thursday Themes
  1. The Professional Sports Playbook: Third Thursday Themes – December 2023

  2. GP Stakes, Demystified: Third Thursday Themes – November 2023

Articles
  1. PR Newswire

    CAZ Investments Announces $200 Million Commitment to Grafine Partners

  2. Business Wire

    With Acceleration Capital from CAZ Investments, TXV Partners Launches “Evolution” Fund & Transforms Into a Top U.S. Minority Sports Investment Firm

  3. Business Wire

    CAZ Investments Selects Palantir for its Artificial Intelligence Platform (AIP)

  4. Financial Advisor Magazine

    Alts Maven Boldly Goes Where Average Investors Fear To Tread

  5. FINANCIAL ADVISOR MAGAZINE

    Private Credit Is Growing Fast. But Is It Safe?

  6. Financial Advisor Magazine

    Tiger Management Is Unloading Private Assets. Should Investors Worry?

  7. ASSOCIATED PRESS

    Man United Bidders Get a Closer Look Ahead of Potential Sale

  8. REUTERS

    Investors Shun High-Yield Bonds on Recession, Banking Risks

  9. ASSOCIATED PRESS

    WWE Leaning in to Social Media Ahead of Possible Sale

  10. PITCHBOOK

    GP Stakes Gain Traction as Fundraising Slows

  11. LEADERS Magazine

    Leading with Alignment: An Interview with Christopher Zook

TV / Video / Radio
  1. The Julia La Roche Show

    Are We Headed For A Lost Decade? | Christopher Zook

  2. FOX BUSINESS

    The Fed doesn’t ‘really have a lot of choice’ on next rate hike: Christopher Zook

  3. TOP TRADERS UNPLUGGED

    Top Traders Allocator Series: ft. Christopher Zook

  4. BLOOMBERG RADIO

    Christopher Zook Joins Bloomberg’s Drive to the Close

  5. The Julia La Roche Show

    Christopher Zook: A Recession Is Coming and It’s Going to Be Deeper and Longer Than People Think

  6. FOX BUSINESS

    Market Expectations Lowered, Making Them Easier for Companies to Reach in Q1 Earnings

  7. TD AMERITRADE

    Banking Fallout & Improvement In The Overall Economy

  8. BLOOMBERG RADIO

    Christopher Zook Joins Bloomberg’s Drive to Close

  9. FOX BUSINESS

    Christopher Zook: The Federal Reserve will most likely need to keep rates higher

2022

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2022 – Quarter 4

  2. CAZ Investments Quarterly Letter 2022 – Quarter 3

  3. CAZ Investments Quarterly Letter 2022 – Quarter 2

  4. CAZ Investments Quarterly Letter 2022 – Quarter 1

Articles
  1. SPORTICO

    Wall Street Will Demand More Results as Sports Relies on Its Money

  2. FINANCIAL ADVISOR MAGAZINE

    CAZ’s Matt Lindholm Talks Investing in Professional Sports

  3. PR NEWSWIRE

    CAZ Investments Announces $350 Million Commitment to Bonaccord Capital Partners II

  4. SPORTS BUSINESS JOURNAL

    CAZ Investments Jumps Into Growing Field of Institutional Ownership, & Eyes Last Holdout League

  5. BARRON'S

    Future Returns: A Strategy for Private-Market Investing in Sports

  6. CNN BUSINESS

    Can Sports Investors Win on Wall Street Without Winning on the Field?

  7. WEALTH SOLUTIONS REPORT

    Are Alternatives Now Required for Long-Term Portfolio Success?

  8. ALTERNATIVES WATCH

    CAZ Investments Announces $1B Commitment to Dyal Capital Partners V

  9. WEALTH SOLUTIONS REPORT

    General Partnership Stakes for Institutional and HNW Investors

  10. FORBES

    How Investors Can Fend Off Inflation, According to Christopher Zook

TV / Video / Radio
  1. BLOOMBERG

    Matt Lindholm Joins Bloomberg’s The Open (starts at 1:30)

  2. BLOOMBERG

    Christopher Zook Joins Bloomberg’s The Open (starts at 28:37)

  3. BLOOMBERG RADIO

    Christopher Zook joins Bloomberg Radio’s Drive to Close

  4. MONEY LIFE WITH CHUCK JAFFE

    Christopher Zook Discusses Thematic Investing & Finding Growth at a Reasonable Price (starts at 38:43)

  5. FOX BUSINESS

    Christopher Zook on Opportunities in Equities in a Challenging Environment

  6. BLOOMBERG RADIO

    Christopher Zook Joins Bloomberg Radio to Discuss the Fed and the Economy

  7. TD AMERITRADE NETWORK

    CAZ’s Matt Lindholm talks Consumer Discretionary stocks on TD Ameritrade

  8. TD AMERITRADE NETWORK

    Matt Lindholm Discusses Inflation and Rising Interest Rates on TD Ameritrade

  9. Money Life with Chuck Jaffe

    Christopher Zook Talks Long-Term Thematic Investing on Market Call (starts at 00:34:25)

2021

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2021 – Quarter 4

  2. CAZ Investments Quarterly Letter 2021 – Quarter 3

  3. CAZ Investments Quarterly Letter 2021 – Quarter 2

  4. CAZ Investments Quarterly Letter 2021 – Quarter 1

Articles
  1. PLANSPONSOR

    DB Plans Don’t Have to Fear Investing in Real Assets

  2. BUSINESS INSIDER

    Christopher Zook Shares Three Types of Investment Opportunities On His Radar

  3. FINANCIAL ADVISOR MAGAZINE

    Alternative Investments Can Be an Advisor’s Differentiator

  4. WealthManagement.com

    How to Mitigate the Risk in an Investment Portfolio

  5. INVESTMENTNEWS

    Alts May Provide the Lift 60-40 Portfolios Need

  6. THINKADVISOR

    6 Ways to Adapt Your Investment Offerings to the Digital Age

  7. FINANCIAL ADVISOR MAGAZINE

    Are Alternative Investments The Answer?

TV / Video / Radio
  1. WHARTON BUSINESS DAILY ON SIRIUSXM

    Christopher Zook on SiriusXM’s Wharton Business Daily

  2. Family Office Association

    Family Office Association Interview with Tony Robbins, Christopher Zook and Ajay Gupta

  3. Fox Business

    Christopher Zook Talks Risk & Opportunity in the Current Environment

  4. CAPITAL ALLOCATORS

    Christopher Zook Joins Ted Seides to Talk Thematic Investing & Raving Fans on Capital Allocators

  5. Money Life with Chuck Jaffe

    Christopher Zook Talks Thematic Investing Opportunities on Market Call (starts at 00:35:34)

2020

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2020 – Quarter 4

  2. CAZ Investments Quarterly Letter 2020 – Quarter 3

  3. CAZ Investments Quarterly Letter 2020 – Quarter 2

  4. Special Market Update – 3/18/20 2020 – Quarter 1

  5. Special Market Update – 3/14/20 2020 – Quarter 1

  6. CAZ Investments Quarterly Letter 2020 – Quarter 1

Articles
  1. WSJ PRO - Private Equity

    Recession Concerns Set to Color Private-Debt Fundraising

  2. Houston Business Journal

    CAZ Ranks #16 Among Houston’s Largest Money Management Firms

  3. Buyouts

    Family Offices Look for their “Buffet Move” Amid Market Chaos

  4. Reuters

    US STOCKS – Wall St. Jumps on Coronavirus Drug Hopes; Fed in Focus

  5. DALLAS BUSINESS JOURNAL

    CAZ Investments Founder and CIO Discusses Current Strategy

  6. REUTERS

    US STOCKS-Wall St Gains on Strong Services Sector Data, China-Led Recovery Hopes

  7. THE BOND BUYER

    FOMC Preview: Will Panel Offer Clearer Forward Guidance?

  8. WSJ PRO PRIVATE EQUITY

    CAZ’s Christopher Zook Gives His Thoughts on Various Types of GP-Stakes Deals

  9. THE WALL STREET TRANSCRIPT

    Interview: Christopher Zook on Investing Thematically in Private Equity and Disruptive Technology

  10. Press Release

    Bonaccord Capital Partners & CAZ Investments Form Strategic Partnership

  11. Institutional Investor

    Aberdeen’s Bonaccord Teams Up with CAZ to Buy Stakes in Private Markets Managers

  12. BUYOUTS

    Interview: Christopher Zook on GP Stakes in the Middle Market

TV / Video / Radio
  1. Fox Business News

    Investors Have to Take Iran Tensions Seriously

  2. Bloomberg

    Bloomberg Daybreak: Americas (segment begins 1:03:30)

  3. Money Life with Chuck Jaffe

    Christopher Zook Discusses His Firm’s Investment Methodology on Market Call (starts at 00:39:00)

  4. Bloomberg

    Bloomberg Daybreak: Americas (segment begins 49:06)

2019

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2019 – Quarter 4

  2. CAZ Investments Quarterly Letter 2019 – Quarter 3

  3. CAZ Investments Quarterly Letter 2019 – Quarter 2

  4. CAZ Investments Quarterly Letter 2019 – Quarter 1

Articles
  1. PRIVATE EQUITY NEWS

    In Their Own Words

  2. Institutional Investor

    When Buyout Firms Step In, Watch Out

  3. Financial Times

    Investors Should Not Get Carried Away by the Big China Rally

  4. Buyouts

    Multifamily Office Boosts Transport Strategy with Uber Stock Bet

  5. WSJ PRO - Private Equity

    In Their Own Words with CAZ Investments’ Christopher Zook

  6. Bloomberg Markets

    Health Investors Struggle Under Weight of Washington’s What-Ifs

  7. Houston Business Journal

    Esports Has Houston Leaders Pumping Money into a Fast-Growing Industry

  8. WSJ PRO - Private Equity

    Energy Power Partners Seeks $300 Million for its Third Renewable-Energy Fund

  9. Bloomberg

    Private Equity Titans Quietly Discover How to Get Richer

  10. Kiplinger

    Go Ahead, Reach for Yield

TV / Video / Radio
  1. Bloomberg Daybreak

    Earnings Season and What to Expect

  2. CNBC

    Emerging Markets Presenting Investment Opportunities

  3. Bloomberg

    Bloomberg Markets: Americas

  4. Bloomberg Daybreak

    Is Now the Time to Buy Boeing?

  5. Mornings with Maria

    Mornings with Maria

  6. Bloomberg

    Bloomberg Daybreak: Americas

2018

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2018 – Quarter 4

  2. CAZ Investments Quarterly Letter 2018 – Quarter 3

  3. CAZ Investments Quarterly Letter 2018 – Quarter 2

  4. CAZ Investments Quarterly Letter 2018 – Quarter 1

Articles
  1. Institutional Investor

    Everything About Private Equity Reeks of Bubble. Party On!

2017

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2017 – Quarter 4

  2. CAZ Investments Quarterly Letter 2017 – Quarter 3

  3. CAZ Investments Quarterly Letter 2017 – Quarter 2

  4. CAZ Investments Quarterly Letter 2017 – Quarter 1

Articles
  1. Barron's

    AMD: Still Attractive After a 500% Gain

TV / Video / Radio
  1. Fox Business News

    The Right Ingredients

  2. Fox Business News

    Markets Close Mixed as Investors Weigh Risks of US Policy

2016

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2016 – Quarter 4

  2. CAZ Investments Quarterly Letter 2016 – Quarter 3

  3. CAZ Investments Quarterly Letter 2016 – Quarter 2

  4. CAZ Investments Quarterly Letter 2016 – Quarter 1

Articles
  1. Barron's

    2016 Year in Review

TV / Video / Radio
  1. Fox Business News

    Why the Market May Pull Back in 2017

  2. Fox Business News

    Sell the Rally

  3. Fox Business News

    What to Expect from the May Jobs Report

Archive

2015

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2015 – Quarter 4

  2. CAZ Investments Quarterly Letter 2015 – Quarter 3

  3. CAZ Investments Quarterly Letter 2015 – Quarter 2

  4. CAZ Investments Quarterly Letter 2015 – Quarter 1

2014

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2014 – Quarter 4

  2. CAZ Investments Quarterly Letter 2014 – Quarter 3

  3. CAZ Investments Quarterly Letter 2014 – Quarter 2

  4. CAZ Investments Quarterly Letter 2014 – Quarter 1

Articles
  1. Barron's

    Fervor for Large-Caps Drives Dow to New High

  2. Barron's

    Stocks Fall Slightly After a Jittery Friday

TV / Video / Radio
  1. Fox Business News

    Where to Invest Today

  2. Fox Business News

    Defense is the Best Offense for Your Portfolio

2013

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2013 – Quarter 4

  2. CAZ Investments Quarterly Letter 2013 – Quarter 3

  3. CAZ Investments Quarterly Letter 2013 – Quarter 2

  4. CAZ Investments Quarterly Letter 2013 – Quarter 1

Articles
  1. Houston Business Journal

    Houston PE Firm Closes its Largest Health Care Fund

TV / Video / Radio
  1. CNBC News

    Market Volatility Ahead of Jobs

  2. CNBC News

    Monday Market Roadmap

  3. Fox Business News

    Market Fear is Gone, But …

  4. Fox Business News

    Markets Eyeing Tapering Decision

  5. Fox Business News

    Fall’s Market Moving Events

  6. Fox Business News

    Should We Return to Normal Interest Rates?

  7. Fox Business News

    Underwhelming 3Q earnings?

  8. Fox Business News

    Record Breaking Stock Rally Creating Another Bubble?

  9. Fox Business News

    Keep Your Eye on Homebuilder Stocks

  10. Fox Business News

    Sell Out of Stocks?

  11. Fox Business News

    A Golden Buying Opportunity?

  12. Fox Business News

    Buyer Beware?

2012

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2012 – Quarter 4

  2. CAZ Investments Quarterly Letter 2012 – Quarter 3

  3. CAZ Investments Quarterly Letter 2012 – Quarter 2

  4. CAZ Investments Quarterly Letter 2012 – Quarter 1

TV / Video / Radio
  1. CNBC News

    Friday Markets Roundtable

  2. Fox Business News

    Microsoft’s 3Q Earnings Beat Estimates

  3. Fox Business News

    Amazon a ‘Buy’ Ahead of Holiday Season?

  4. Fox Business News

    How to Play the Markets on IMF’s Fiscal Cliff Warning

  5. Fox Business News

    Three Main Factors Holding Back the Markets

2011

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2011 – Quarter 4

  2. CAZ Investments Quarterly Letter 2011 – Quarter 3

  3. CAZ Investments Quarterly Letter 2011 – Quarter 2

  4. CAZ Investments Quarterly Letter 2011 – Quarter 1

Articles
  1. Hedge Funds Suffer Worst Quarter Since 2008

  2. Barron's

    Investors Step on the Accelerator Again

TV / Video / Radio
  1. CNBC News

    How to Play the Jobs Number

  2. Fox Business News

    Anywhere to Hide While Bears at Play?

  3. Fox Business News

    Recession a ‘Self Fulfilling Prophecy?’

  4. Fox Business News

    Investor: Economy in ‘No Man’s Land’

  5. Fox Business News

    Zook: U.S. Becoming Less Credit-Worthy

2010

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2010 – Quarter 4

  2. CAZ Investments Quarterly Letter 2010 – Quarter 3

  3. CAZ Investments Quarterly Letter 2010 – Quarter 2

  4. CAZ Investments Quarterly Letter 2010 – Quarter 1

2009

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2009 – Quarter 4

  2. CAZ Investments Quarterly Letter 2009 – Quarter 3

  3. CAZ Investments Quarterly Letter 2009 – Quarter 2

  4. The Buying Opportunity of Our Generation, Part II (CAZ Market Update – March 2, 2009) 2009 – Quarter 1

  5. CAZ Investments Quarterly Letter 2009 – Quarter 1

2008

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2008 – Quarter 4

  2. CAZ Investments Quarterly Letter 2008 – Quarter 3

  3. CAZ Investments Quarterly Letter 2008 – Quarter 2

  4. CAZ Investments Quarterly Letter 2008 – Quarter 1

2007

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2007 – Quarter 4

  2. CAZ Investments Quarterly Letter 2007 – Quarter 3

  3. CAZ Investments Quarterly Letter 2007 – Quarter 2

  4. CAZ Investments Quarterly Letter 2007 – Quarter 1

2006

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2006 – Quarter 4

  2. CAZ Investments Quarterly Letter 2006 – Quarter 3

  3. CAZ Investments Quarterly Letter 2006 – Quarter 2

  4. CAZ Investments Quarterly Letter 2006 – Quarter 1

2005

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2005 – Quarter 4

  2. CAZ Investments Quarterly Letter 2005 – Quarter 3

  3. CAZ Investments Quarterly Letter 2005 – Quarter 2

  4. CAZ Investments Quarterly Letter 2005 – Quarter 1

2004

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2004 – Quarter 4

  2. CAZ Investments Quarterly Letter 2004 – Quarter 3

  3. CAZ Investments Quarterly Letter 2004 – Quarter 2

  4. CAZ Investments Quarterly Letter 2004 – Quarter 1

2003

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2003 – Quarter 4

  2. CAZ Investments Quarterly Letter 2003 – Quarter 3

  3. CAZ Investments Quarterly Letter 2003 – Quarter 2

  4. CAZ Investments Quarterly Letter 2003 – Quarter 1

2002

Quarterly Letters & Insights
  1. CAZ Investments Quarterly Letter 2002 – Quarter 4

  2. The worst bear market in 70 years. 2002 – Quarter 3

  3. CAZ Investments Quarterly Letter 2002 – Quarter 2

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