Sanjay Ayer (WCM) - Think Different, Get Better

Far From The Finishing Post - En podcast af Troy Asset Management

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Sanjay Ayer is a portfolio manager at WCM Investment Management, a California-based asset manager investing in good quality companies with strong cultures and improving competitive moats. Sanjay talks about his evolution as an investor, how a good culture can reinforce a company's competitive advantage, and why it is so important for investors to learn from mistakes and compound knowledge to sustain success. Show notes: [1:15] Sanjay talks about his early career and moving from M...

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