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The Value Perspective

The Value Perspective with Greg Dean

Apr 3, 2025
Greg Dean, founder of Langdon Equity Partners and former investment expert at Fidelity, shares his journey into entrepreneurship. He discusses the challenges of launching an independent asset management firm amid COVID-19 and rising inflation. Greg highlights the importance of strong relationships and decision-making in a boutique setting. He dives into the nuances of small cap investing, revealing overlooked opportunities, and navigates the debate between active and passive management, stressing the need for diversification in today’s market.
01:02:04

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Greg Dean shares insights on the entrepreneurial challenges faced when launching Langdon Equity Partners in a competitive asset management landscape.
  • The podcast discusses the strategic evaluation of capital allocation decisions, focusing on the considerations between share buybacks and dividends for institutional investors.

Deep dives

Understanding Capital Allocation Decisions

Capital allocators play a crucial role in navigating the complexities of investment decision-making, particularly during periods of economic uncertainty marked by rising inflation and interest rates. The podcast discusses how these professionals evaluate risks and opportunities within various sectors, especially focusing on the healthcare domain. One significant aspect covered is the strategic considerations behind choosing between share buybacks and dividends, particularly as they relate to pension funds and endowments. The insights provided aim to enhance the understanding of how capital allocation strategies differ among institutional investors, thereby contributing to better decision-making in financial contexts.

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