Find me on Substack: https://bogumilbaranowski.substack.com/

Oliver Mueller is Chief Investment Officer at Acresco Investment Management in Mauritius, a seasoned value investor with 25+ years at JP Morgan, Merrill Lynch, and Deutsche Bank who uniquely combines traditional value investing principles with sustainable investing practices.

3:00 - Oliver's German Mittelstand upbringing shaped his relationship with money; parents bought house, rising interest rates created financial strain, taught him value of careful planning

6:00 - First jobs at 15: wastewater treatment plant to buy Hi-Fi system, construction work for interrail trip through Europe - learned physical value of earning money

9:00 - Deutsche Bank apprenticeship sparked passion for investing; mandatory social service with elderly taught him "wealth is not just about money, but dignity, time, empathy"

12:00 - Move to Mauritius in 2014 driven by work-life balance: "When I left house she was sleeping, when I came home she was sleeping" - needed presence as father

18:00 - Key influences: Hungarian investor Kostolani's encouragement, Aswath Damodaran's valuation course, Paul Polman's stakeholder capitalism vision

25:00 - Sustainable value investing philosophy: Start with quality financials, add responsibility filter, then seek margin of safety - "responsibility as source of returns, not constraint"

35:00 - Crisis lessons from dot-com, 2008, COVID: "When narrative drifts from fundamentals, gravity always wins" - reinforced belief in simplicity over financial engineering

50:00 - Tai Chi principles mirror investing: true power comes from stillness and patience, explosive "Fajin" moments when opportunity appears

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Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

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EPISODE NOTESPodcast Program – Disclosure Statement

Oliver Mueller: The Tai Chi Investor: Ancient Wisdom Meets Modern Value Investing: Why This Veteran Investor Moved to Paradise for Better Life & Returns

Talking Billions with Bogumil Baranowski