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Michael Mauboussin
FollowHead of Consilient Research at Counterpoint Global; author of "More Than You Know"
16 days ago
Jul 10
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…
4 weeks ago
Jun 26
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.
6 weeks ago
Jun 12
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.
3 months ago
May 8
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.
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