Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 8 June 2023

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s Sponsored Insight features Jim Falbe. Jim is the founder of Saguaro Capital Management, a newly launched value-oriented investment firm spun out of Vulcan Value Partners that blends traditional value investing with modern AI and data science inputs.

Our conversation covers Jim’s path to value investing, experience at Vulcan, introduction of AI automation into the investment process, and founding Saguaro. We discuss sourcing the best businesses in the world, researching investments, making decisions, constructing portfolios, and applying technology tools to value investing. We close discussing the foundation for long-term investing at Saguaro and an investment example.

For full show notes, visit the episode webpage here.

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Transcript

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0:00.0	Hello, I'm Ted Sides, and this is Capital Allocators.
0:10.2	This show is an open exploration of the people and process behind capital allocation.
0:16.3	Through conversations with leaders in the money game, we learn how these holders of the keys to the
0:21.8	kingdom allocate their time and their capital. You can join our mailing list and access premium
0:27.8	content at capital allocators.com. All opinions expressed by TED and podcast guests are
0:35.0	solely their own opinions and do not reflect the opinion of capital
0:37.7	allocators or their firms. This podcast is for informational purposes only and should not be relied upon
0:42.5	as a basis for investment decisions. Clients of capital allocators or podcast guests may maintain
0:47.6	positions and securities discussed on this podcast. My guest on today's sponsored insight
0:54.0	is Jim Falby, the founder of Sawaro Capital Management,
0:58.3	a newly launched value-oriented investment firm spun out of Vulcan value partners that blends
1:03.9	traditional value investing with modern AI and data science inputs.
1:09.3	Our conversation covers Jim's path to value investing, experience at Vulcan,
1:14.0	introduction of AI automation into the investment process, and founding of Suoro.
1:19.5	We discuss sourcing the best businesses in the world, researching investments, making
1:24.4	decisions, constructing portfolios, and applying technology tools to value
1:29.6	investing. We close, discussing the foundation for long-term investing at Suaro and an investment
1:35.9	example. Before we get going, we're hosting our fourth cohort of Capital Allocators University
1:43.0	in New York City on September 14th. Capital Allocators University in New York City on September 14th.
1:46.9	Capital Allocators University, or CAU, is a chance to connect and learn with peers.
1:53.2	We'll bring together a few dozen allocators, each with around five to 15 years of experience,
1:59.4	to share frameworks on interviewing money managers,
	...

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