Global Equities: Moneyball, Weighing Decisions, and Finding an Edge | EP147
In this episode, Manar Hassan-Agha, co-manager of the Global Equity Strategy, joins host Rob Campbell to discuss applying the 'Moneyball' process in evaluating past investment decisions. They unpack the lessons learned from this approach, emphasizing long-term thinking in investment strategies. The conversation highlights critical insights from the Moneyball statistics, the importance of decision quality over short-term results, and the value of inactivity in investment management.
Key Points From This Episode:
'Moneyball' approach to evaluating investment decisions in global equity
Importance of long-term thinking in investment decisions
Understanding decision quality beyond immediate results
The role of inactivity and patience in successful investing
Insights from specific case studies, including Couche-tard and Wolters Kluwer
Reflections on past investment choices and their long-term impacts
Discussion on asset intensity in portfolio risk management
