Latest / Capital Allocators – Inside the Institutional Investment Industry
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Today's Sponsored Insight features Jim Falbe. Jim is the founder of Saguaro Capital Management, a newly launched value-oriented investment firm spun out of Vulcan Value Partners that blends traditional value investing with modern AI and data science inputs.
Our conversation covers Jim's path to value investing, experience at Vulcan, introduction of AI automation into the investment process, and founding Saguaro. We discuss sourcing the best businesses in the world, researching investments, making decisions, constructing portfolios, and applying technology tools to value investing. We close…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.