David Zorub

David Zorub, Founder and CIO of Parsifal Capital Management, discusses navigating the challenges of running a $1.5 billion hedge fund. He shares insights on fundamental investing headwinds and strategies for overcoming them, emphasizing the importance of resilience, concentrated strategies, and rigorous research. The conversation also touches on the significance of building strong investor relationships and adapting to market dynamics, with anecdotes about market inefficiencies like the case of Shark Ninja. Zorub envisions a future focused on team culture and personal growth.

David Zorub, founder of Parsifal Capital and an experienced investor, shares his journey in the finance sector. He discusses the challenges of launching a hedge fund in today's market and the core values that guide his venture. With insights on mentorship, portfolio construction, and the importance of adaptability, Zorub highlights the significance of integrity in investment management. He also addresses common misconceptions about valuation and emphasizes the role of personal growth and resilience in achieving success.

David Zorub, founder of Parsifal Capital and seasoned investor, shares his journey through finance, from hedge funds to private equity. He discusses the intricate challenges of launching a hedge fund today, emphasizing the importance of a solid capital allocation philosophy. Zorub highlights the value of curiosity, mentorship, and humility in shaping an investment strategy. He also delves into the nuances of portfolio construction and shares personal anecdotes that underscore the importance of cherishing life's moments amidst the complexities of finance.