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Capital Allocators – Inside the Institutional Investment Industry
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
Feb 5, 2024
01:03:24
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Portfolio manager Sanjay Ayer from WCM Investment Management discusses topics including self-discovery, cognitive dissonance, thinking differently, getting better, compounding knowledge, reflection time, and feedback loops in the context of WCM's research process and investment examples.
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Quick takeaways
- Importance of diversifying research pipeline for a well-rounded portfolio and effective risk management.
- Value of analyzing corporate culture in investment decisions for insights into management teams and sustainable competitive advantages.
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The Importance of Building a Diverse Research Pipeline
One of the main lessons learned from the podcast episode is the importance of building a diverse research pipeline. By adequately diversifying the coverage of different sectors and types of businesses, investors can avoid blind spots and ensure a well-rounded portfolio. The episode highlights how focusing too much on certain sectors, such as software or semiconductors, can lead to an imbalance in the types of investment opportunities considered. The need for a balanced research pipeline is emphasized to enhance the potential for all-weather performance and effective risk management.
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Listen to the best highlights from the podcasts you love and dive into the full episode