Fundamentals, qualitative work, and data analysis in investment strategies

My first guest on Capital Allocators is Steve Galbraith, an investment manager, brilliant writer, engaging thinker and one of the most well-liked men on Wall Street.  Steve’s career has touched every aspect of investment management – he has worked as a research analyst, portfolio manager, investment strategist, business leader, entrepreneur, and Board member at an endowment and a large family office.

After getting started as an equity and credit analyst, Steve was recruited by Morgan Stanley to succeed the legendary duo of Barton Biggs and Byron Wien as Chief Investment Strategist. He left a few years later to try his hand in the hedge fund world, and today he manages his own family office in true family style – as you’ll hear later in the show. 

We discuss Steve's journey, incorporating his broad insights in the investing world alongside colorful anecdotes of market inefficiencies in European football, college sports gambling, local breweries, and Charter Schools. 

For more episodes, go to capitalallocatorspodcast.com/podcast

Follow Ted on twitter at @tseides