Value Investing with Legends
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“We look for exceptional small and mid cap companies with the wherewithal to become exceptional large companies.”   This is at the core of the investment philosophy of today’s guest, Columbia Business School alum Amy Zhang. Amy is Executive Vice President and Portfolio Manager of the Alger...
Published 07/01/22
How do you create a portfolio strategy that takes into account both safety and the pursuit of your aspirational goals?   That’s what today’s guest, Ashvin Chhabra, set out to answer with the Wealth Allocation Framework. Ashvin is President and Chief Investment Officer of Euclidean Capital, a...
Published 06/17/22
“The data is the data, and that’s it.”   As a model user, it’s easy to get hyperfocused on quantitative data but reality requires a broader approach.   In the current market environment with uncertainty at every turn, it’s an advantage to be able to blend quantitative and qualitative analysis...
Published 06/03/22