"This podcast episode analyzes the journey of Dr. Finny Kuruvilla from being a physician to becoming an investor. He sheds light on the connection between medicine and investing, emphasizing the importance of understanding the nuances of the pharmaceutical industry to make informed investment decisions. Kuruvilla also delves into the integration of personal values and investing, arguing that it allows investors to align their portfolios with their principles and deeply understand how the world operates. He shares Eventide's investment framework that consists of three elements: Avoid, Embrace, and Engage. The speakers delved into the challenges of ESG investing and the benefits of considering materiality, product impact, and patient benefits when making investment decisions. They also discuss the need to identify values-driven alpha and assess management teams as the most significant asset or liability within a company."
