Paul Britton (Capstone Investment Advisors) “Building Resilience”
A fascination with marketplaces and a knack for math is what pushed a young Paul Britton to explore the world of derivatives. However, it was his tale...
Successful Investors
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About
Accomplished investors share their stories, mental models, and what market factors they’re paying attention to today. Host Andrea Gentilini of Novus unpacks what has helped them and hindered them on their diverse roads to success. Modeled after the values of Novus industry research, this is where managers and allocators alike tune in for engaging discussions on how to succeed in the investment world.
Patrick Quinn (Quinn Opportunity Partners) "Upside Volatility"
A book recommendation during undergrad was all it took for Patrick Quinn to uncover his aptitude for investing. As a biochemistry major, Patrick had t...
Cameron Khajavi (MIK Capital) "From Scratch to Stardom"
As the son of Iranian immigrants who were forced to relocate during the 1980 Iran-Iraq conflict, Cameron Khajavi is no stranger to building things fro...
William Heard (Heard Capital) "Active Listening"
Starting his own investment firm at a younger age than most, William Heard learned the importance of listening while carving his own path in the equit...
Alexandre Challand (Fine Wine) “Investing in Liquids”
After a noteworthy decade-long tenure at UBS, Alexandre Challand returned to his true passion in life: wine. Wine had captured Alexandre's imagination...
Jeff Lignelli (Incline Global) "Continuous Improvement"
Jeff Lignelli is the founder, portfolio manager, and CEO of Incline Global Management, a long short equity fund based in New York. Central to Incline ...
Soo Chuen Tan (Discerene) "Value and Values"
Investors today seem to be enamored with growth in the US tech sector, regardless of valuations. By contrast, Soo Chuen and his team practice the incr...
Paolo Mortarotti (Tower House) “Imagining a Future”
Paolo Mortarotti is founder and Chief Investment Officer of Tower House Partners—a fundamental equity, long/short manager in London. Part of Paolo’s s...
Jennifer Heller (Brandywine) "Investing Renaissance"
Jennifer Heller is President and Chief Investment Officer at Brandywine Group Advisors, advising on $10bn of capital for a small group of families wit...
Minisode: Best Ideas
By observing what hedge funds are holding in aggregate, one can potentially isolate themes that produce outsized returns. A best ideas strategy involv...