Excess Returns Lessons from Evaluating Investment Managers with Clare Flynn Levy
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Aug 17, 2023 Clare Flynn Levy, founder of Essentia Analytics, shares lessons on evaluating investment managers and improving as investors. They discuss early experiences shaping investors' approach, common mistakes made by managers, evaluating managers and the role of data, exploring AI in evaluation, challenges for asset managers, analyzing wealth creation, and the importance of decision-making quality in evaluating managers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
Early Experiences and Self-Evaluation in an Investor's Career
04:27 • 7min
Common Mistakes and Evaluation Process of Investment Managers
11:26 • 22min
Evaluating Investment Managers and the Role of Data
33:38 • 9min
Exploring the Role of AI in Evaluating Investment Managers
42:15 • 2min
Balancing Assets and Alpha: Challenges for Asset Managers
44:11 • 4min
Analyzing Wealth Creation in the Stock Market and Misconceptions about Magellan
47:51 • 2min
Evaluating Investment Managers Based on Decision-Making Quality
49:50 • 6min