Loading Audio Player...

Episode Description:

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.

Most Recent Episodes:

The content and use of these transcripts is intended for the use of premium members only. Unless expressly granted permission by Ted, each corporate subscriber can share transcripts within their organization (if less < 50 employees) and both corporate and individuals subscribers can share two (2) transcripts with two (2) non-paying members, after which any non-paying members should consider a membership.

All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.