The speaker discusses their initial interest in investing and how it solidified during college. They explore their professional journey, including dropping out of business school and finding fulfillment through exploring different business ideas. They also discuss the importance of introspection and developing an investing philosophy.
Sanjay Ayer is a portfolio manager at WCM Investment Management, the Laguna-based $80 billion equity manager profiled on three popular past episodes with CEO Paul Black, President Mike Trigg, and emerging market portfolio manager Mike Tian. Sanjay joined WCM in 2007, and alongside Mike Trigg, leads the firm’s research process that follows the mantra: think different and get better.
Our conversation is a fascinating exploration of the differentiated mindset at WCM. We discuss topics, including self-discovery, cognitive dissonance, thinking differently, getting better, compounding knowledge, reflection time, and feedback loops – all in the context of Sanjay’s path and the application of the concepts to WCM’s research process, investment examples, and business.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership