Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
Capital Allocators – Inside the Institutional Investment Industry
00:00
Journey Through Investing: From Theory to Practice
This chapter reflects on the speaker's evolution from a high school investor to a portfolio manager and fund founder, highlighting key lessons in investment philosophy influenced by behavioral economics. It discusses the integration of analytical tools and the importance of maintaining objectivity amidst market volatility, while also addressing the nuanced challenges of stock picking in different regions. The chapter emphasizes the significance of aligning investment strategies with the fundamental beliefs of clients and fostering a culture of long-term thinking within the investment process.
Play episode from 04:21
Transcript
