Michael Mauboussin – Active Asset Management

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Michael Mauboussin – Active Asset Management
Darien Library Meet the Author: Michael Mauboussin (CC BY-ND 2.0) via Flickr

Michael Mauboussin – Active Asset Management [invest Like The Best, EP.02]via  The Investor’s Field Guide

In this episode, Michael Mauboussin and I discuss everything about asset management: the state of the industry, the active investment process, and Michael’s  simple but genius “input/output” method for daily life. This is a full seminar on asset management. It was an awesome conversation.

Be sure to check out all of Michael’s research and his four books, which are linked below. I especially enjoyed his book Expectations Investingwhich is mercifully now available on kindle.

Seth Klarman’s Foundation Invested In These Three Hedge Funds

Seth KlarmanMany well-known hedge fund managers are also philanthropists, and many of them have their own foundations. Seth Klarman of Baupost is one of those with his own foundation, and he invested in a handful of hedge funds through his foundation. This list of Klarman's favorite hedge funds is based on the Klarman Family Foundation's 990 Read More

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Michael Mauboussin

Books & Resources Mentioned in this Conversation

New Mauboussin Paper: Capital Allocation – Updated Evidence, Analytical Methods, and Assessment Guidance

Freestyle Chess

Reflections on the Ten Attributes of Great Investors (this is a must-read paper by Mauboussin)

(1:31) Contrarian Investment Strategies – David Dreman

(1:38) Expectations Investing – Alfred Rappaport and Michael Mauboussin

(7:05) The Nature of Value : How to Invest in the Adaptive Economy – Nick Gogerty

(16:33) Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor – Seth Klarman

(26:39) – Creating Shareholder Value: A Guide for Managers and Investors – Al Rappaport

(54:58) – The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success – William Thorndike

(1:08:18) – Beat the Dealer: A Winning Strategy for the Game of Twenty-One – Ed Thorpe

(1:30:04) – Thinking, Fast and Slow – Daniel Kahneman

(1:31:42) – The Story of the Human Body: Evolution, Health, and Disease – Daniel Lieberman

See Transcript here Aabd nire  The Investor’s Field Guide

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