Capital Allocators – Inside the Institutional Investment Industry
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
May 7, 2018
Paul Black, Co-CEO at WCM Investment Management, shares insights on growth stock investing, defining great companies, widening moats, culture's tie to competitive advantage, learning from mistakes, identifying tailwinds, and protecting the downside. He emphasizes positive culture, openness, transparency, and talent recognition for significant growth. The podcast also explores international investing challenges, allocator behavior, stability in market capitalization, a memorable sports moment with his son, and lessons on perseverance and optimism.
55:42
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Quick takeaways
- Focus on identifying competitive advantages and aligning culture for successful growth stock investing.
- Emphasize downside protection through disciplined portfolio construction and continuous learning from market challenges.
Deep dives
Overview of TenEast Investment Platform and Team
TenEast, an investment platform led by Michael LaFell, offers sophisticated investors access to private markets similar to having a family office without the associated costs. The platform provides opportunities for co-investing across various sectors such as private credit, real estate, venture and private equity, and unconventional investments. This allows access to unique investment avenues not commonly available through traditional channels. With a seasoned team boasting over a decade-long track record and a meticulous diligence process, TenEast ensures ongoing monitoring and reporting akin to institutional standards, making it an attractive investment option.
