12min chapter

Animal Spirits Podcast cover image

Talk Your Book: Investing in Corporate Culture

Animal Spirits Podcast

CHAPTER

The Human Capital Factor in Investment Strategies

This chapter explores the complexities of portfolio construction with a focus on stock selection and the significant role that human capital plays in generating alpha. It emphasizes a systematic, rules-based investment strategy and the importance of corporate culture in achieving superior performance. The discussion highlights the integration of human capital factors in selecting companies that address global challenges, particularly within technology and pharmaceuticals.

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