Cover image of The Zurich Project: Build a Great Investment Firm - presented by MOI Global

The Zurich Project: Build a Great Investment Firm - presented by MOI Global

The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment... Read more

Ranked #1

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Samir Patel on Grit, Growth, and Trait Adaptivity

Samir Patel on Grit, Growth, and Trait Adaptivity

Samir Patel, portfolio manager of Askeladden Capital Management, discusses grit, growth, and trait adaptivity, or "why e... Read more

6 Apr 2017

47mins

Ranked #2

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Phil Ordway on Setting Up His Investment Firm

Phil Ordway on Setting Up His Investment Firm

Phil Ordway, Managing Principal of Anabatic Investment Partners, based in Oak Brook, IL, discusses the genesis of his in... Read more

8 May 2017

45mins

Ranked #3

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Fang Li on Investing With a Focus on Customer Value

Fang Li on Investing With a Focus on Customer Value

Fang Li, Managing Partner of Baleen Capital, based in New York City, talks about “starting with the customer": customer ... Read more

8 May 2017

51mins

Ranked #4

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Brian Stout on Math, Deliberate Practice, and Value Investing

Brian Stout on Math, Deliberate Practice, and Value Investing

Brian Stout, Assistant Professor at the Minerva Project, based in North Stonington, CT, talks about deliberate practice ... Read more

26 May 2017

46mins

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Ranked #5

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David Barr on Value Investing and the Business of Investing

David Barr on Value Investing and the Business of Investing

David Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds. The Pender... Read more

29 May 2018

27mins

Ranked #6

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Matthew Haynes on Pedigree vs PhD (Poor, hungry, and Driven)

Matthew Haynes on Pedigree vs PhD (Poor, hungry, and Driven)

Matthew Haynes, chief investment officer of 1949 Value Advisors, based in Mahwah, NJ talks about “Pedigree vs. ‘PhD’ (Po... Read more

1 Jun 2017

27mins

Ranked #7

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Jim Roumell on the Mistake of Trying to Go Big

Jim Roumell on the Mistake of Trying to Go Big

Jim Roumell, President of Roumell Asset Management in Chevy Chase, Maryland, discusses what failure taught him — lessons... Read more

19 May 2017

40mins

Ranked #8

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Bogumil Baranowski on Outsmarting the Crowd

Bogumil Baranowski on Outsmarting the Crowd

Bogumil Baranowski on Outsmarting the Crowd by John Mihaljevic, CFA

15 Apr 2018

49mins

Ranked #9

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Dustin Johnson on Value Investing in the Resources Sector

Dustin Johnson on Value Investing in the Resources Sector

Dustin Johnson, senior manager at Pala Investments, based in Zug, Switzerland, talks about his approach to value investi... Read more

1 Jun 2017

26mins

Ranked #10

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James Ferguson on GEM's Approach to Selecting Managers

James Ferguson on GEM's Approach to Selecting Managers

James Ferguson, Principal at Global Endowment Management in Charlotte, NC, discusses GEM's investment process.James is a... Read more

7 May 2017

35mins

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