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Interview with Ric Dillon, founder and CEO of Vela Investment Management

The JRo Show

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Collaborative Investment Strategies at Vela

This chapter explores the unique structure and collaborative philosophy of the investing team at Vela Investment Management. Emphasizing the importance of industry specialists and teamwork, the discussion reveals how analysts and portfolio managers work together to refine investment ideas and models. It also highlights the significance of thorough analysis, understanding macroeconomic factors, and the role of written investment theses in guiding investment decisions.

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