Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Sanjay Ayer Think Different and Get Better at WCM (EP.366)

Sanjay Ayer Think Different and Get Better at WCM (EP.366)

Published: Feb. 5, 2024, 9 a.m.

Sanjay Ayer is a portfolio manager at WCM Investment Management, the Laguna-based $80 billion equity manager profiled on three popular past episodes with CEO Paul Black, President Mike Trigg, and emerging market portfolio manager Mike Tian. Sanjay joined WCM in 2007, and alongside Mike Trigg, leads the firm\u2019s research process that follows the mantra: think different and get better.


Our conversation is a fascinating exploration of the differentiated mindset at WCM. We discuss topics, including self-discovery, cognitive dissonance, thinking differently, getting better, compounding knowledge, reflection time, and feedback loops \u2013 all in the context of Sanjay\u2019s path and the application of the concepts to WCM\u2019s research process, investment examples, and business.


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