Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
Capital Allocators – Inside the Institutional Investment Industry
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Evolving Investment Strategies
This chapter explores the growth and evolution of a firm renowned for its investment philosophy and strategies. It highlights the firm's transition from a domestic focus to a global presence, emphasizing long-term growth investing and the rigorous research behind their unique investment criteria. Key topics include discerning exceptional companies, risk management, and the importance of strategic portfolio construction to optimize performance.
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