Yen Liow

Yen Liow, Founder and Managing Partner of Aravt Global, brings rich experience from Ziff Brothers Investments to discuss investment philosophies and strategies. He delves into three right tail strategies, highlighting challenges in owning compounders and the nuances of short selling. Yen emphasizes the importance of a structured approach amid market volatility and the psychological aspects of investing. His insights on risk management and team dynamics illuminate the intricate balance of capital allocation in public equity investments.

Yen Liow, Managing Partner at Aravt Global LLC, shares his investment wisdom honed through years of experience. He emphasizes the significance of investing in emergent monopolies with growth potential and discusses his unique approach to portfolio design. Yen reflects on lessons learned at Bain and Ziff Brothers, focusing on character in hiring. He also delves into tech insights with stocks like Semler Scientific and Keywords Studios, and shares his vision for the future of payments and blockchain. Plus, he offers a reading recommendation and advice for aspiring investors.

Yen Liow, Founder and Managing Partner of Aravt Global, shares his investment journey from Ziff Brothers Investments to his own firm. He discusses the intricacies of long-short strategies, emphasizing the art of short selling and the significance of portfolio construction. Yen highlights three 'right tail' strategies for long positions and the importance of navigating market inefficiencies. With insights about cultivating a winning mindset and the challenges of volatility, this conversation is a treasure trove for public equity enthusiasts.