Today’s episode is another in our series of interviews with emerging investment managers where we discuss how to build an investment firm that can compound. My guest on this show is Aaron Wasserman, a Partner at Third Period Capital. After a long and successful tenure at Baron Capital, in 2019 Aaron started Third Period, a long-only, global growth firm based in Los Angeles. Aaron believes he has cultivated an edge in identifying and owning companies with exceptional cultures—and he has engaged Wharton Professor and best-selling author Adam Grant to help widen his competitive advantage.
In this discussion, we covered:
- How to analyze company cultures and determine if they are additive to growth;
- What Aaron learned from working with Ron Baron for many years;
- What Adam Grant’s involvement brings to Third Period and to Aaron’s process;
- An example of a prototypical “Aaron stock” and
- The sectors that Aaron has chosen to focus on in this strategy
For more information about Third Period Capital, please visit: https://www.thirdperiodcapital.com/
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