Sanjay Ayer is a Portfolio Manager & Business Analyst at WCM; which he joined WCM in 2007. His primary responsibilities are portfolio management and equity research for WCM's global, fundamental growth strategies. Since he began his investment career in 2002, Sanjay’s experience includes a position as Equity Analyst at Morningstar, Inc. in Chicago.

In this episode Sanjay "stops by" The Business Brew to have a candid conversation about what really matters in investing. Sanjay has spent a lot of time thinking about group think, the power of enabling analysts/talent to develop itself, spending time on the signal vs. noise, and many more important investment topics.

Sanjay's "best" quality might be his modesty. He's clearly a very astute analyst and a clear thinker. However, he is incredibly humble, modest, and stresses the importance of self improvement. At one point Sanjay said "I think if we were to hire for one quality, it would probably be just a keen, keen self awareness."

Please listen to this episode. And by listen, we mean really internalize what Sanjay says here. There are definitely important takeaways in this one.

Thank you for being a guest Sanjay!

Sanjay graduated Phi Beta Kappa from Johns Hopkins University (Maryland) with a B.A. in Economics and B.S. in Applied Mathematics.

Who is Japan’s new prime minister, Sanae Takaichi?

The Globalist

Governing without a parliamentary majority

The AI-powered Podcast Player