Capital Allocators – Inside the Institutional Investment Industry Will Cook - Sunriver Management (Manager Meetings, EP.22)
Dec 2, 2021
In this discussion, Will Cook, a portfolio manager at Sunriver Management and former Ziff Brothers Investments specialist, shares insights on long-short equity investing. He explains the critical traits for effective short selling and the importance of thorough research. Together with Ben Cooper from Cardano Group, they explore the appeal of underfollowed mid and small-cap stocks, evolving investment strategies, and the challenges and opportunities in today’s market, including how to identify potential short-selling targets.
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Early Investing Interest
- Will Cook's interest in investing stemmed from a college security analysis class and a summer job at Wheat First.
- These experiences exposed him to company analysis and the excitement of market dynamics, sparking his career path.
Dot-com Bubble Impact
- Will Cook's experience at Internet Capital Group during the dot-com bubble significantly shaped his investment perspective.
- Witnessing the company's volatile rise and fall sparked his interest in short-selling and forensic accounting.
Ziff's Culture
- Ziff Brothers Investments fostered a balance between motivated individuals and a collaborative, learning-oriented environment.
- This combination, replicated at Sunriver, promotes employee longevity in a high-turnover industry.