Capital Allocators – Inside the Institutional Investment Industry 2022 Top Episode #3: Paul Enright – Inside Long-Short Equity Investing, EP. 264
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Dec 28, 2022 Paul Enright, a private investor at Krainos Capital and former Viking Global Investors veteran, shares his journey from traditional finance to mastering long-short equity investing. He discusses the art of portfolio management, highlighting the balance between business analysis and stock selection. Enright offers insights into liquidity, market dynamics, and the nuances of shorting. With valuable advice for emerging investors, he emphasizes the significance of mentorship and personal growth in navigating the complex investment landscape.
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Paul's Path to Investing
- Paul Enright grew up in Brooklyn with no exposure to stocks, encouraged to pursue traditional pedigreed professions.
- He discovered his interest in investing during law school, leading him to explore business-related legal fields.
Career Advice
- Identify your desired career path through self-reflection and awareness.
- Seek help from others to achieve your goals once you've identified them.
Viking's Training
- Paul was drawn to Viking by Brian Olson's unique focus on unit economics.
- He benefited from Viking's informal training, observing diverse investment styles from figures like David Ott and Tom Purcell.
