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John Rogers, Ariel Investments - On assessing management teams
Manage episode 403236345 series 3128833
Contenuto fornito da Small-Cap Institute. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Small-Cap Institute o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Part of being a successful small-cap investor is being a forensic observer. Since so many small-caps aren’t covered by high quality equity research analysts, investors are left to uncover all the value – and risks – on their own. If you think the term “forensic observer” is a bit overstated, you might think differently when you hear Mr. Rogers discuss who they hire to train their portfolio managers to expertly interview management teams.
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