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Neil Ostrer
Founding partner of Marathon Asset Management and former lead European portfolio manager. He reflects on his career and Marathon's investment philosophy.
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18 snips
May 1, 2025
• 47min
Founder’s Story
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Neil Ostrer, founding partner of Marathon Asset Management and a veteran portfolio manager, shares insights from his extensive career. He discusses the critical importance of a long-term investment horizon and critiques the low value of broker advice. Ostrer challenges the traditional value versus growth investment debate, highlighting Marathon's focus on industry clusters. He emphasizes the need for direct engagement with company management to enhance capital-cycle investing and explores the pitfalls of short-term thinking in the investment world.
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