18min chapter

Capital Allocators – Inside the Institutional Investment Industry cover image

Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Assessing Management Excellence in Investing

They discuss the importance of evaluating a company's management team in investing, emphasizing the need for a bottoms-up approach to assess integrity and capabilities. Additionally, they highlight the rarity of great management teams and the need to concentrate investments on companies led by such teams.

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