Adrian Meli – Active Equity Excellence at Eagle (EP.459)
Description
Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian joined Eagle in 2008 from the hedge fund world and has helped build a team almost entirely comprised of analysts with similar DNA.
Our conversation covers Adrian’s early passion for finding value, path to investing, and transition from the hedge fund world to long-only at Eagle. We discuss Adrian’s rationale for moving towards long-only, building a team of similar-minded analysts, finding a right to win, seeing around corners to identify outliers and research non-consensus ideas, and constructing a portfolio. Along the way, we discuss overcoming the challenges of active management, the growing inefficiencies in the public markets, and exciting current and potentially future opportunities.
From our sponsor, Morningstar
Embrace the global language of investment data
Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
United States
