Michael Mauboussin At The London Quality Growth Conference: How To Be A Better Investor

Michael Mauboussin was the keynote speaker at this year’s London Quality Growth Conference. The Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management and adjunct professor of finance at Columbia Business School took part in a “virtual fireside chat” where he discussed some of his strategies for coping with the current macro backdrop.

Macro Aware But Macro Agnostic

Mauboussin has described himself as “macro aware but macro agnostic,” and he was asked if he could explain what that meant and if he thought other investors should also pay less attention to macro factors.

Q1 2022 hedge fund letters, conferences and more

The speaker agreed that, for the...