Marcello Sallusti leaves very little up to chance. His success as an investor comes from an incredibly principled and methodical approach to investing. Decisions are qualitatively evaluated and quantitatively researched during the consideration stage, then reconsidered before execution. While data collection is a necessity, Marcello finds the most meaningful insights come from connecting the dots.

Adding to the challenge, the ever-accelerating information cycle leaves little time for evaluation before a decision must be made. In Marcello’s own words, “Not taking action would be to double up on your mistake.”

In this episode, we discuss:

• hard and soft factors to consider in due diligence
• the fine line between conviction and stubbornness
• the evaluation and evolution of a strong investment thesis

Marcello Sallusti is founder and CIO at Engadine Partners, an alternative investment advisory firm based in London. Prior to his role at Engadine, Marcello spent 16 years at Egerton Capital, concluding as Deputy CIO.  He earned his Master’s degree in Accounting and Finance from Università Bocconi in Milan.

Disclaimer: Information provided by SEI through its affiliates and subsidiaries. This information is for educational purposes only and should not be considered investment advice. The strategies discussed herein are complex and are not suitable for all investors.

All content in this podcast reflects the opinions and views of the speakers. The guest(s) on this episode did not have a client relationship with SEI Novus at the time of recording.