Baylor

other on 1 show · 3 statements across 2 episodes

Capital Allocators

3 statements about Baylor, every show

Morehead: People do not change, so personal red flags disqualify managers
“Because my view is that people don't really change. If they're cursing their neighbor out when they're taking the trash out, they're probably don't belong in our book.”
David Morehead Apr 22, 2024 ▶ 53:19 David Morehead – Top Down Allocation at Baylor (EP.381)
Morehead did a one-hour reference check with a fund manager's wife
“I have one manager in our book, and it was early in the life of this firm. I already had known the guy, but he was starting this new firm, and I actually called his wife. I was like, I need to know this is ok with your wife. So I called his wife and spoke to h…”
David Morehead Apr 22, 2024 ▶ 50:54 David Morehead – Top Down Allocation at Baylor (EP.381)
Mike Trigg: David Moorhead's due diligence at Baylor is completely unique
“David Moorhead at Baylor is somebody that I have a lot of respect for as a person, and I think he does things really differently. His due diligence is unlike one we've ever really had, and then the way he's kind of monitored his investment in the firm has also…”
Mike Trigg Nov 2, 2020 ▶ 1:01:14 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)

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