In this episode, Manar Hassan-Agha, co-manager of the Global Equity Strategy, joins host Rob Campbell to discuss applying the 'Moneyball' process in evaluating past investment decisions. They unpack the lessons learned from this approach, emphasizing long-term thinking in investment strategies. The conversation highlights critical insights from the Moneyball statistics, the importance of decision quality over short-term results, and the value of inactivity in investment management.

Key Points From This Episode:

'Moneyball' approach to evaluating investment decisions in global equity

Importance of long-term thinking in investment decisions

Understanding decision quality beyond immediate results

The role of inactivity and patience in successful investing

Insights from specific case studies, including Couche-tard and Wolters Kluwer

Reflections on past investment choices and their long-term impacts

Discussion on asset intensity in portfolio risk management

Links:

Mawer Investment Management