In this Allocator’s Edge episode of the Value Perspective, we’re joined by Jason Samons, Head of Manager Research at Mediolanum, a firm managing over $60 billion in assets. Before Mediolanum Jason was Head of Equities at St James’s Place Wealth Management. In this episode we discuss how Jason’s core beliefs have evolved over the course of his career; what it means to be curiously paranoid how he balances curiosity with defensiveness; the difference between storytelling and reality and how to avoid being misled by compelling narrative; the key changes in a manager’s behaviour or strategy that might lead Jason and his team to reconsider and ultimately exit an investment; and finally, what he looks for when hiring. Enjoy!
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