Navigating Investment Strategies with Reflection

In 1986, Dr. Richard W. Hamming, a Professor at the Naval Postgraduate School in Monterey, California, and a retired Bell Labs scientist, discussed why very few scientists make significant contributions and are often forgotten in the long run. The speech, titled “You and Your Research” has served as a timeless blueprint for thinking about knowledge – centering around courage, luck, drive, attitudes, productivity, and much more. In this episode, Sanjay Ayer, Portfolio Manager at WCM, discussed how Hamming’s principles have allowed WCM’s investment research to grow and improve.