My guest on the show today is Jim Edwards, the founder and managing partner of Maestria Partners. Jim spent a number of years working for big university endowments until launching Maestria in 2023. Jim is a fundamental investor at heart who thought deeply about how to differentiate his firm before going out on his own. In this wide-ranging conversation, we discussed:

• Jim’s journey from the allocator world to launching his own investment firm;
• What he learned about differentiation and best practices during his time as an allocator;
• The types of business models he gravitates toward;
• His approach to valuing companies that the market already has a deep appreciation for; and
• Why he has chosen to run a pretty concentrated portfolio

For more information about Maestria Partners, please visit: https://maestriapartners.com/

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