A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed. McBride, with 24 years at the firm, shares insights into how their team has achieved impressive results by being willing to think differently from consensus.
Key topics discussed:
How market sentiment and emotion create opportunities for long-term investors
The importance of having the right team culture and being comfortable with contrarian positions…
The skinny
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