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“You need to learn not only if a business is good or bad, but how the market works. What is the market psychology? What is the market looking for? And what is the market waiting for in order to make sure that what you see is translated into price and performance?"
Connecting the Dots
Marcello Sallusti leaves very little up to chance. His success as an investor comes from an incredibly principled and methodical approach to investing. Decisions are qualitatively evaluated and quantitatively researched during the consideration stage, then reconsidered before execution. While data collection is a necessity, Marcello finds the most meaningful insights come from connecting the dots.
Adding to the challenge, the ever-accelerating information cycle leaves little time for evaluation before a decision must be made. In Marcello’s own words, “Not taking action would be to double up on your mistake.”
In this episode, we discuss:
- hard and soft factors to consider in due diligence
- the fine line between conviction and stubbornness
- the evaluation and evolution of a strong investment thesis
Marcello Sallusti is founder and CIO at Engadine Partners, an alternative investment advisory firm based in London. Prior to his role at Engadine, Marcello spent 16 years at Egerton Capital, concluding as Deputy CIO. He earned his Master’s degree in Accounting and Finance from Università Bocconi in Milan.
Disclaimer: This podcast is not investment advice, and should not be relied upon as a basis for investment decisions. All content in this podcast reflects the opinions and views of the speakers. This podcast is for informational purposes only, without representation as to accuracy or completeness. The guest(s) on this episode had a client relationship with SEI at the time of recording.
Disclaimer: This podcast is not investment advice, and should not be relied upon as a basis for investment decisions. All content in this podcast reflects the opinions and views of the speakers. This podcast is for informational purposes only, without representation as to accuracy or completeness. The guest(s) on this episode did not have a client relationship with SEI at the time of recording.
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Pat Carlevato
Accomplished investors share their stories, mental models, and what market factors they’re paying attention to today. Host Pat Carlevato of the Novus Platform unpacks what has helped them and hindered them on their diverse roads to success.