Tim Alcorn, Baillie Gifford – Lessons from Bessembinder (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 19 August 2022

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s episode features Tim Alcorn reading his piece, Lessons from Bessembinder. Tim is the Head of Investment Risk for Baillie Gifford. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to VOCAL on behalf of Tim. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome podcast friends. We're back with volume six of the best investment rioting
0:12.2	series each year our team carefully sorts
0:15.0	through tons of research and investment letters from some of the most
0:18.2	respected money managers and investment researches from all over the world to
0:22.3	pick the best of the best to share with you.
0:24.4	We offer the authors of those pieces the chance to record an audio version as a segment of the
0:29.2	podcast. Past participants included the likes of Cam Harvey, Larry Sweedro, and Rob or not.
0:35.0	Enough for me. Let's get to our guests and let them take over this special episode.
0:40.0	Hi, this is Tim Alcorn and I'm the head of Investment Risk Analytics and
0:44.7	Research at Bailey Gifford. Bailey Gifford is a global long-term active asset
0:49.2	manager founded in Edinburgh, Scotland in 1908.
0:53.1	Our aim is to deliver excellent returns for our clients
0:56.4	by identifying and investing in promising
0:58.9	transformational growth companies early on
1:01.8	and backing them over five to ten years or more and in doing so make a
1:05.8	broad contribution to society. To learn more about us you can find us at bailygifford.com.
1:12.4	Before we get to the piece, I'd like to thank Stream by Alpha Sense for sponsoring today's episode.
1:17.8	That money is being donated to Bailey Gifford's Charity of the Year, Bocal.
1:21.8	Voice of Carers across Lothian, an organization run four carers by carers since
1:27.0	1994. Their support teams work with unpaid carers across Edinburgh and Mid Lothian to identify a plan of support which can
1:35.2	include access to legal advice, counselling services, respite and training opportunities.
1:40.8	To help build a society where unpaid carers are not only supported in their role, but also empowered to lead their own lives.
	...

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