Michael Mauboussin
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Eddie Perkin - Battling Biases and Building Better Investment Teams
In this episode, Michael Mauboussin welcomes Eddie Perkin, former Chief Investment Officer at Eaton Vance and Goldman Sachs Asset Management, to discuss the principles behind better investment…
Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
In this episode, hosts Tano Santos and Michael Mauboussin welcome Django Davidson, Partner and Portfolio Manager at Hosking Partners, for a discussion of the capital cycle approach to investing.
Jim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture
Jim Flynn is the Managing Partner of Deerfield Management, a healthcare-focused investment firm overseeing approximately $16 billion in assets.
Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios
In this episode, hosts Tano Santos and Michael Mauboussin speak with Matthew Fine, portfolio manager at Third Avenue Management, about his path into investing and the firm’s value-driven philosophy.
Oversight of capital allocation in a changing investment landscape
Our Q&A with Michael Mauboussin of Morgan Stanley Investment Management on oversight of capital allocation.