This episode of Capital Allocators features an interview with Adrian Meli, Co-Chief Investment Officer of Eagle Capital Management, discussing his investment journey and approach. Meli shares his early influences, transition from hedge funds to a long-only strategy, and the advantages of Eagle's structure, which emphasizes long-term investing and a team-oriented approach. The conversation explores building a team of analysts with hedge fund intensity, identifying unique investment opportunities, and constructing a resilient portfolio. Meli also touches on the evolving inefficiencies in public markets and potential future opportunities, providing insights into Eagle's investment philosophy and strategies for sustained success.
Sign in to continue reading, translating and more.
Continue