Capital Allocators – Inside the Institutional Investment Industry Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
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Sep 16, 2021 
Ryan Batchelor, Co-founder and Portfolio Manager at Clifford Capital Partners, discusses sustainable investing and deep value strategies with Paul Black, Co-CEO of WCM Investment Management. They explore their dynamic partnership and the importance of principled relationships in forming investment firms. The conversation dives into deep value investing, using GameStop and Abercrombie & Fitch as case studies, and highlights how company culture impacts investment decisions. Additionally, they share practical life lessons about independent thinking and recognizing opportunities.
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Spiegel Audit
- Ryan Batchelor uncovered accounting irregularities while auditing Spiegel's credit card company.
- This led to the company's liquidation and Spiegel's bankruptcy, showcasing Batchelor's analytical skills.
Contrarian Investing
- Be a contrarian investor; don't blindly follow Wall Street's advice.
- Templeton's bridge-building analogy highlights the potential of contrarian thinking.
Joining Wells Capital
- Batchelor joined Wells Capital in 2007 to cover financial services, just before the financial crisis.
- Despite the challenging environment, his team successfully navigated the crisis, emerging as a five-star fund.