Profile 9 min read

Lessons from Ashvin Chhabra

Ashvin Chhabra, who runs Euclidean Capital and wrote The Aspirational Investor, argues through his Wealth Allocation Framework that investors should stop chasing market benchmarks and instead fund specific life goals, structuring wealth, risk, and behavioral choices around human needs.
Profile 7 min read

Lessons from Anna Nikolayevsky

Anna Nikolayevsky, founder and CIO of Axel Capital Management, combines macroeconomic trends with fundamental research to follow changes in consumer behavior, energy markets, and global defense. Her approach offers a framework for managing risk and reallocating capital as industries change.
Profile 5 min read

Lessons from Angela Aldrich

Angela Aldrich is the founder and CIO of Bayberry Capital Partners, grounding global equity investments in primary research and fundamental analysis. Her disciplined framework connects portfolio construction and short selling with the ability to recognize structural market shifts.
Profile 9 min read

Lessons from Sheldon Stone

Sheldon Stone co-founded Oaktree Capital Management and established its high-yield bond operation alongside Howard Marks. His bottom-up credit discipline centers on risk control, default avoidance, capital protection, and the judgment needed to navigate changing financial cycles.
Profile 7 min read

Lessons from John Rogers

John W. Rogers Jr. founded Ariel Investments, the first Black-owned asset management firm in the United States. His contrarian value discipline links analysis and resilience through market turbulence with teamwork lessons from basketball and advocacy for financial literacy.
Profile 8 min read

Lessons from Nicolai Tangen

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.
Profile 8 min read

Lessons from John Armitage

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.
Profile 7 min read

Lessons from Todd Combs

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.

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