Capital Allocators – Inside the Institutional Investment Industry Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
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Apr 12, 2021 
Yen Liow, Founder and Managing Partner of Aravt Global, brings rich experience from Ziff Brothers Investments to discuss investment philosophies and strategies. He delves into three right tail strategies, highlighting challenges in owning compounders and the nuances of short selling. Yen emphasizes the importance of a structured approach amid market volatility and the psychological aspects of investing. His insights on risk management and team dynamics illuminate the intricate balance of capital allocation in public equity investments.
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Early Business Interest
- Yen Liow developed a fascination with business as a teenager, marveling at wealth creation.
- He began investing at 15, worked in manual labor, and learned about capitalism through experience.
ZBI Experience
- Yen Liow's professional investing career started at Ziff Brothers Investments after 9/11.
- ZBI's culture emphasized people, processes, and training, with exposure to renowned investors.
Right Tail Focus
- After realizing his initial approach wasn't sustainable, Yen Liow focused on identifying right-tail investment strategies.
- He spent 15 years decoding these strategies, emphasizing the overlap between what works and what one can execute.
