Ricky Sandler

Ricky Sandler, founder and CEO of Eminence Capital, shares insights from over three decades of long-short equity investing. He discusses how his upbringing and competitive tennis shaped his investing perspective. Sandler explains his unique investment philosophy focused on 'change in perception' and the importance of risk management, drawing lessons from the 1998 crisis. The conversation covers navigating market cycles, integrating data science into investing, and the implications of AI on analysis while expressing both concerns and optimism for the future.

Ricky Sandler, CEO and CIO at Eminence Capital, is a pioneer in long-short equity investing, managing over $7 billion. He shares insights from his three-decade journey in finance, discussing the evolution of long-short strategies and the critical adaptations necessary in changing markets. Sandler emphasizes the importance of a collaborative culture and the challenges of short selling in today's volatile environment. He also touches on valuable lessons from sports, highlighting personal growth and the significance of well-being in both life and investing.

Join Ricky Sandler, CEO and chief investment officer at Eminence Capital, as he shares insights from his 30-year journey in long-short equity investing. He discusses the evolution of investment strategies amidst changing market dynamics and the importance of firm culture. Ricky emphasizes the blend of quantitative analysis with fundamental research and illustrates how adaptive thinking can lead to success. He also reflects on parenting philosophies, personal growth, and the balance between competition and well-being, all while navigating a dynamic financial landscape.

Ricky Sandler, the founder and CIO of Eminence Capital, discusses the evolving landscape of investing as he shares insights from his impressive career. He elaborates on the importance of blending active and passive strategies for robust portfolios. The conversation delves into the short selling intricacies and challenges posed by market shifts, using GameStop as a case study. Sandler emphasizes retail investing's rise, fueled by technology, and reflects on the lessons learned from navigating a volatile market.

Ricky Sandler, Founder and CEO of Eminence Capital, discusses valuation vs. mispricing in investing. Insights from Hearts and Minds conference, team structures, Ashland Global analysis, investment strategies, company attributes, and valuable advice on past decisions.