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Capital Allocators – Inside the Institutional Investment Industry
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Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)

1 tim 3 min•8 juni 2023

Today's Sponsored Insight features Jim Falbe. Jim is the founder of Saguaro Capital Management, a newly launched value-oriented investment firm spun out of Vulcan Value Partners that blends traditional value investing with modern AI and data science inputs. Our conversation covers Jim's path to value investing, experience at Vulcan, introduction of AI automation into the investment process, and founding Saguaro. We discuss sourcing the best businesses in the world, researching investments, making decisions, constructing portfolios, and applying technology tools to value investing. We close discussing the foundation for long-term investing at Saguaro and an investment example. For full show notes, visit the episode webpage here.

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Fler avsnitt av Capital Allocators – Inside the Institutional Investment Industry

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Capital Allocators – Inside the Institutional Investment Industry med Ted Seides – Allocator and Asset Management Expert finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.