Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)


Listen Later

Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989.  With so much of the institutional world, including my own training, focused on value investing, I was pleasantly surprised to learn about a large, high performing growth stock manager located in a non-descript building in Laguna Beach, California. Our conversation starts with Paul’s trial-by-fire entry into the business and turns to growth stock investing, including defining a great growth company, searching for widening moats, assessing a culture tied to competitive advantage, creating a positive culture, learning from mistakes, identifying tailwinds, and protecting the downside. Paul embodies the principals he preaches and offers some tasty food for thought. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
...more
View all episodesView all episodes
Download on the App Store

Capital Allocators – Inside the Institutional Investment IndustryBy Ted Seides – Allocator and Asset Management Expert

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

748 ratings


More shows like Capital Allocators – Inside the Institutional Investment Industry

View all
Masters in Business by Bloomberg

Masters in Business

2,180 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

983 Listeners

Odd Lots by Bloomberg

Odd Lots

1,783 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

923 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,296 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

671 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

301 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

139 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

411 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

99 Listeners

The Business Brew by Bill Brewster

The Business Brew

243 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

338 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

44 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

169 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

23 Listeners