In this episode of Capital Allocators, Ted Seides interviews Adrian Meli, Co-Chief Investment Officer of Eagle Capital Management, about his journey into investing, from his childhood fascination with finding value to his transition from the hedge fund world to a long-only strategy. Adrian discusses his rationale for moving towards long-only, building a team of like-minded analysts, identifying a right to win, researching non-consensus ideas, and constructing a portfolio. They explore the challenges of active management, the growing inefficiencies in public markets, and current and potential future investment opportunities, including insights on fund flows and contrarian opportunities.
Sign in to continue reading, translating and more.
Continue
