Capital Allocators – Inside the Institutional Investment Industry Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
37 snips
Feb 5, 2024 Sanjay Ayer, a portfolio manager at WCM Investment Management, guides the firm's research with a unique investment mindset. He delves into self-discovery and the balance of confidence and doubt in decision-making. The discussion covers the importance of feedback loops and structured time management for continuous improvement. Ayer emphasizes team dynamics over individual goals to enhance performance and shares his journey towards appreciating the role of culture in driving success. Listeners can expect inspiring insights and valuable lessons from his professional growth.
AI Snips
Chapters
Transcript
Episode notes
Early Business Interest
- Sanjay Ayer's early interest in business included a spelling arbitrage model on eBay.
- He reframed his insecurity about not having strong opinions into an asset by studying behavioral psychology.
Cognitive Dissonance
- Sanjay Ayer learned to conquer cognitive dissonance by leaning into discomfort.
- Holding opposing ideas can be liberating and dissolve biases.
Yum Brands Analyst Day
- Sanjay Ayer had a "midlife crisis" at a Yum Brands Analyst Day.
- He realized he was taking notes on trivial details, highlighting the importance of focusing on the right information.