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Excess Returns
Lessons From 30 Years as a Value Investor | Steve Romick
Sep 29, 2023
Steve Romick, FPA Crescent Manager, shares lessons from his 30-year career as a value investor. Topics include the current state of value investing, unique aspects of managing a go anywhere fund, the importance of saying 'I don't know' as an investor, the impact of AI and disruption on the investment landscape, the influence of narratives on the market, the role of cash and drawdowns in investing, and the qualities of standout companies.
57:26
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Quick takeaways
- Being true to oneself as an investor is crucial and trying to please everyone should be avoided.
- Maintaining an independent and objective long-term view is important for investors and having a track record built over several decades can be beneficial.
Deep dives
The importance of being true to yourself as an investor
Steve Roman shares advice he would give his younger self, emphasizing the need to be true to oneself as an investor and not try to please everyone.
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