Conversations with Mike Gitlin: Featuring Winnie Kwan
Capital Ideas Podcast
Navigating Investment Challenges and Opportunities
This chapter recounts the experiences of a management committee member reflecting on their growth as an investor at Capital, particularly in the Asian small caps market. It emphasizes the importance of long-term strategies, patience, and collaboration during market turbulence, drawing lessons from past financial crises. The speaker shares insights into effective investment analysis and the value of teamwork in identifying opportunities amidst volatility.
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