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Munib Islam - Creating Long-Term Value

Value Investing with Legends

CHAPTER

Risk Management and Hiring

A lot of emphasis is placed on stock picking and the outcomes, but perhaps less on other aspects of investment process that allow you to openly create some of those outcomes. Maybe i'll talk about two things that you mention, maybe risk management and hiring. I think one of the est drivers of value that i have in my new business is the patient capital that my investors have. They don't think in quarters or yours, but in decades. Now that doesn't mean that we're investing with a decade view, but the fact that they view business building as a long duration game allows me to hopefully take advantage of periods of voluntility to create new positions for ourselves. And developing good practices around hiring

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