Adrian Meli

Adrian Meli, Co-CIO of Eagle Capital Management, shares his journey from hedge funds to long-only investing. He discusses his early passion for finding value and building a team of like-minded analysts. Meli reflects on the challenges of active management and highlights the growing inefficiencies in public markets. He delves into identifying unique investment opportunities and emphasizes the importance of research and portfolio construction. The conversation also touches on the impact of technological shifts and market cycles on large-cap investments.