The Business Brew

Sanjay Ayer - The Example of Self Awareness


Listen Later

Sanjay Ayer is a Portfolio Manager & Business Analyst at WCM; which he joined WCM in 2007.  His primary responsibilities are portfolio management and equity research for WCM's global, fundamental growth strategies. Since he began his investment career in 2002, Sanjay’s experience includes a position as Equity Analyst at Morningstar, Inc. in Chicago.    In this episode Sanjay "stops by" The Business Brew to have a candid conversation about what really matters in investing.  Sanjay has spent a lot of time thinking about group think, the power of enabling analysts/talent to develop itself, spending time on the signal vs. noise, and many more important investment topics.     Sanjay's "best" quality might be his modesty.  He's clearly a very astute analyst and a clear thinker.  However, he is incredibly humble, modest, and stresses the importance of self improvement.  At one point Sanjay said "I think if we were to hire for one quality, it would probably be just a keen, keen self awareness."   Please listen to this episode.  And by listen, we mean really internalize what Sanjay says here.  There are definitely important takeaways in this one.   Thank you for being a guest Sanjay!   Sanjay graduated Phi Beta Kappa from Johns Hopkins University (Maryland) with a B.A. in Economics and B.S. in Applied Mathematics.
...more
View all episodesView all episodes
Download on the App Store

The Business BrewBy Bill Brewster

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

242 ratings


More shows like The Business Brew

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,373 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

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

Grant’s Current Yield Podcast

664 Listeners

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

Capital Allocators – Inside the Institutional Investment Industry

798 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

271 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

188 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

207 Listeners

Excess Returns by Excess Returns

Excess Returns

67 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

91 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

403 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

105 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

352 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

45 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners