Published On Feb 5, 2024
Sanjay Ayer is a portfolio manager at WCM Investment Management, the Laguna-based $80 billion equity manager profiled on three popular past episodes with CEO Paul Black, President Mike Trigg, and emerging market portfolio manager Mike Tian. Sanjay joined WCM in 2007, and alongside Mike Trigg, leads the firm’s research process that follows the mantra: think different and get better.
Our conversation is a fascinating exploration of the differentiated mindset at WCM. We discuss topics, including self-discovery, cognitive dissonance, thinking differently, getting better, compounding knowledge, reflection time, and feedback loops – all in the context of Sanjay’s path and the application of the concepts to WCM’s research process, investment examples, and business.
Subscribe to the mailing list: https://capitalallocators.com/
Access Transcript with Premium Membership: https://capitalallocators.com/signup/
Subscribe on Apple Podcast: https://podcasts.apple.com/us/podcast...
Follow Ted on Twitter: / tseides
Follow Ted on LinkedIn: / tedseides
Original Publish Date: 02/05/2024