Top 5 of 2025: #5: Adrian Meli
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
4.8 • 806 Ratings
🗓️ 22 December 2025
⏱️ 59 minutes
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Summary
We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the most sophisticated tools of hedge fund investing to long only public equities.
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Transcript
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| 0:00.0 | With the year in review, we also kick off our countdown of the most popular episodes of 2025. |
| 0:06.1 | We'll drop two this week and the top three next week. |
| 0:10.0 | Coming in at number five is Adrian Melly from Eagle Capital. |
| 0:14.7 | It's a fun, nuanced exploration of applying the most sophisticated tools of hedge fund investing to long-only public equities. |
| 0:22.5 | The best deals aren't those unsellable teal crocodile loafers at the designer outlet on Black Friday |
| 0:29.1 | that everybody is tempted to buy once or twice. It's those scarce few great assets that come on sale |
| 0:34.9 | very seldomly that you've got to jump at when you see. |
| 0:47.7 | I'm Ted Sides, and this is Capital Allocators. |
| 0:55.6 | My guest on today's show is Adrian Melly, the co-chief investment officer of Eagle Capital Management, |
| 1:03.1 | a 36-year-old firm that manages $34 billion using a style agnostic, long-only strategy. |
| 1:10.0 | Adrian joined Eagle in 2008 from the hedge fund world and has helped build a team almost entirely comprised of analysts with similar |
| 1:12.4 | DNA. Our conversation covers Adrian's early passion for finding value, path to investing, |
| 1:19.3 | and transition from the hedge fund world to Long Only at Eagle. We discussed Adrian's rationale for |
| 1:25.8 | moving towards Long Only, building a team of similar-minded |
| 1:29.3 | analysts, finding a right to win, seeing around corners to identify outliers and research |
| 1:35.9 | non-consensus ideas, and constructing a portfolio. |
| 1:40.2 | Along the way, we discuss overcoming the challenges of active management, the growing |
| 1:45.3 | inefficiencies in the public markets, and exciting current and potentially future opportunities. |
| 1:52.2 | Before we get to Ted's interview, it's football season, which in my house also means it's |
| 1:57.6 | indoctrination season. |
| 1:59.1 | Because let's face it, young minds are malleable. And when you've got kids, you've got a once-in-a-lifetime chance to wire them the right way with your favorite football teams. Just ask my four-year-old. Go dogs. Thick him. Woo-woof, look. Now that's an easy one. The Georgia Bulldogs are a college football powerhouse. |
| 2:18.4 | Three national championships in recent years, tons of glory, who wouldn't want to be a dog's fan? |
... |
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