My guest on the show today is Jim Falbe, Managing Principal, Portfolio Manager at Saguaro Capital Management. After spending almost 8 years at Vulcan Value Partners, in 2021 Jim left to start Saguaro. The most unique thing about the Saguaro strategy is that it employs an internally-built AI system that helps with screening for stocks as well as with investment decision making. In this in-depth interview, we covered:

How Jim’s experiences at Vulcan have shaped his approach to starting Saguaro;
What the term AI actually means to Jim and Saguaro;
How the team members use AI now and how they hope to use it in the future;
Why a SMID-cap strategy was compelling enough to launch with; and
Why he prefers to invest with companies growing inside of their moats.

For more information about Saguaro Capital Manage, please visit: https://www.saguarocm.com/

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All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

The Intersection of AI and Value Investing with Jim Falbe, Managing Principal, Portfolio Manager of Saguaro Capital Management