1 hr 3 min
Sanjay Ayer – Think Different and Get Better at WCM Capital Allocators – Inside the Institutional Investment Industry
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- Investing
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.
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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.
Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership
1 hr 3 min