Bridge over ocean
23 June 2020 Multimedia

Conviction: A Critical Element of a Successful Investment Process

  1. Sean Stannard-Stockton, CFA

Sean Stannard-Stockton, CFA, president and chief investment officer of Ensemble Capital shares why conviction in an idea is one of the most under-appreciated elements of a successful investment process and also such a critical element, especially these days. He also explains why "this time is different," how the firm stress-tested portfolios for a pandemic, and gives a brief update on the outlook for the economy.

The Take 15 Series is a collection of illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.

We’re using cookies, but you can turn them off in Privacy Settings.  Otherwise, you are agreeing to our use of cookies.  Accepting cookies does not mean that we are collecting personal data. Learn more in our Privacy Policy.