My guest on the show today is Jim Edwards, the founder and managing partner of Maestria Partners. Jim spent a number of years working for big university endowments until launching Maestria in 2023. Jim is a fundamental investor at heart who thought deeply about how to differentiate his firm before going out on his own. In this wide-ranging conversation, we discussed:

Jim’s journey from the allocator world to launching his own investment firm;
What he learned about differentiation and best practices during his time as an allocator;
The types of business models he gravitates toward;
His approach to valuing companies that the market already has a deep appreciation for; and
Why he has chosen to run a pretty concentrated portfolio

For more information about Maestria Partners, please visit: https://maestriapartners.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.

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