

Interview with Ric Dillon, founder and CEO of Vela Investment Management
Jun 6, 2024
Ric Dillon, co-founder and CEO of Vela Investment Management, previously led Diamond Hill Investments to acclaim. In this conversation, he shares Vela's unique valuation-centric investment philosophy and collaborative approach. Dillon explains the benefits of long/short strategies and options trading while discussing their iterative research process for idea generation. He underscores the importance of risk management and timing in investing, using a case study on Merck to illustrate key selling strategies, all while looking forward to Vela’s growth and future initiatives.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Foundational Principles of Vela Investment Management
02:31 • 2min
Portfolio Management Insights
04:40 • 7min
Collaborative Investment Strategies at Vela
12:06 • 26min
Investment Strategies: Knowing When to Sell
38:25 • 5min
Knowledge and Growth in Investing
43:52 • 6min