

Interview with Todd Ahlsten of Parnassus Investments
114 snips Jan 24, 2024
Todd Ahlsten, Chief Investment Officer and Portfolio Manager of Parnassus Investments, discusses his background, investment process, and market insights. Topics include becoming CIO of Parnassus, qualities of successful investors, Parnassus' operation, 'short shelf-life information,' macroeconomic analysis, and valuation criteria.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Finding Quality Stocks for Long-Term Outperformance
01:36 • 16min
Building a Portfolio of Low Drama Quality Compounders
17:08 • 28min
Macro Outlook and Market Predictions
45:35 • 5min
Minimizing Noise and Distractions in Investment Strategies
50:15 • 14min
Lessons from 29 Years of Investing
01:03:47 • 3min
Insights on the Parnassus investing process and the future of active management
01:06:57 • 3min