My guest today is Anne-Marie Peterson. Anne-Marie is an equity portfolio manager at Capital Group, a storied investment firm managing 2.5 trillion dollars and getting ready to celebrate its centennial anniversary. Anne-Marie is a seasoned investor, approaching three decades in the industry, with nearly 20 of those years being with Capital. She has become an expert in retail and restaurants and shares her proven strategies in those sectors over her career. We discuss her people-first approach, simplicity as criteria for investment, and the idea that the best retailers are cults. Please enjoy this great discussion with Anne-Marie Peterson.
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Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes:
(00:00:00) Welcome to Invest Like the Best
(00:04:06) First Question - Understanding Capital Group's Investment Approach
(00:05:43) The Importance of Teamwork and Culture in Investment Firms
(00:07:38) The Role of Analysts in Investment Decisions
(00:12:24) The Art of Running Effective Meetings with Company Management
(00:18:12) Exploring the Dominance of Big Tech Companies
(00:19:13) The Common Thread Amongst Great Retailing Companies
(00:30:49) Comparing The Growth in The Tech Market to That of Healthcare
(00:34:14) The Rise of Pharma and its Potential Opportunities
(00:36:56) Power Dynamics in the Tech Industry
(00:38:11) The Idea of Power in Investing
(00:46:21) Unique Challenges and Opportunities in the Restaurant Industry
(00:48:35) The Positive Signal of Enduring Companies
(00:54:54) The Importance of Gratitude and Kindness in Professional Growth
(00:58:40) The Kindest Thing Anyone Has Ever Done for Anne-Marie