Interview with Dan O'Keefe
1 hour 15 minutes Posted Oct 19, 2023 at 8:00 am.
– Definition of value investing according to Dan
– Dan’s risk management and portfolio management philosophy
– when to sell a stock
– On how he incorporates a macro outlook into fundamental bottom-up stock picking on a global basis
– Dan describes his team’s equity research process including the reason for nurturing an absolute mindset, not a relative mindset
– How Dan spends his quiet time.
– How to be a global investor
– Dan thoughts on passively investing in the S&P 500
– the contradictory psychological profile needed to be a good investor.
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Show notes
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