RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 21 December 2025
⏱️ 125 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.8 | Hi folks, it's a great pleasure to be back with you on the richer, wiser, happier podcast. |
| 0:07.8 | The conversation you're about to hear was a total joy for me. My guest is a high-flying |
| 0:13.2 | young hedge fund manager named Nima Chay, who's one of the most talented and thoughtful |
| 0:18.2 | investors I've met in recent years. In some ways, |
| 0:22.2 | this episode is an unusual one. For one thing, Nima is still in his 30s, which makes him |
| 0:27.6 | possibly the youngest fund manager I featured on the podcast. Also, as you know, I've tended to |
| 0:33.1 | interview a lot of investors who are already very well known, people like Howard Marks, Ray |
| 0:38.3 | Dahlio, Bill Miller, Terry Smith, Rick Reader, Chris Davis and the like. |
| 0:43.7 | By contrast, Nima has flown almost entirely under the radar. |
| 0:48.2 | As far as I'm aware, this is the first extensive, wide-ranging interview that he's ever given. Nima runs a relatively small |
| 0:56.2 | hedge fund called Rumi Partners, which is named after the 13th century Persian poet and mystic Rumi. |
| 1:03.5 | He works on his own in California, managing money for a fairly small group of wealthy, limited partners. |
| 1:15.6 | He's not really focused on marketing or gathering a huge amount of assets. Rather, I would say he follows in the tradition of investors like Nick Sleep and Kay Sakaria, |
| 1:21.6 | who really would devote it entirely to the essential challenge of generating superb long-term returns. |
| 1:29.2 | Nima, much like them, does it by investing in a very concentrated portfolio, in his case, fewer than 10 stocks. |
| 1:36.9 | His approach to investing also owes a great deal to his mentor, the late great Lou Simpson, who is one of the most successful stock pickers of all time. |
| 1:46.5 | Nima spent several years working for Lou, who was hailed by Warren Buffett as one of the investment |
| 1:51.6 | greats. In today's episode, you'll hear a lot about what Nima learned from Lou about the art of |
| 1:57.8 | long-term investing. I think you'll soon see why I'm so impressed with Nima |
| 2:02.0 | and why I regard him as one of the rising stars of the investment world. He's not just an |
| 2:07.1 | excellent stock picker, but also a really interesting thinker. And I regard him as unusually wise |
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