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Nicolai Tangen leads Norges Bank Investment Management after founding AKO Capital and training as a Russian translator and interrogator. His unusual path sharpens questions about investment psychology, organizational culture, and the stewardship of long-term capital at immense scale.
John Armitage co-founded Egerton Capital and built his investing discipline around bottom-up equity research rather than macroeconomic forecasts. He studies company structure and executive character, while emphasizing the integrity and stamina required to endure decades in public markets.
Todd Combs, a Berkshire Hathaway investment manager and former GEICO CEO, begins with a business’s raw unit economics before considering its stock. His framework joins rigorous financial-statement reading with judgments about company quality and safeguards against complacency.
Jan Hummel founded Paradigm Capital and applies strict value-investing principles to Northern European small- and mid-cap companies. Deep fundamental research and low-leverage balance sheets anchor his approach to capital allocation, risk management, and the temperament public markets demand.
James Bessen, an economist at Boston University, studies how innovation reshapes labor markets. His work asks how automation can create jobs through elastic demand and why proprietary software, rather than genuine efficiency, increasingly underpins corporate dominance.
Jonathan Knee, a Columbia Business School professor and former investment banker, studies why ambitious strategies fail across major industries. His work tests competitive advantage and capital allocation against structural reality, exposing how heavily hyped business models lose money.
Anu Bradford is the legal scholar behind the “Brussels Effect,” which explains how the European Union’s consumer market sets global standards. Her work frames regulation as international power amid competing American, Chinese, and European models of technology governance.
Phil Ruvinsky leads BlackRock’s US Growth Team, managing large- and mid-cap equity portfolios. He searches for durable competitive advantages and high returns on invested capital, using those qualities to evaluate growth stocks, construct portfolios, and navigate market shifts.