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Jim Falbe

7 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Jun 8, 2023 by Jim Falbe · across every show →

On the record as a speaker too: Jim Falbe's record, appearances and statements → this page counts the times other people say the name.

Everything said about Jim Falbe, oldest first

Jun 8, 2023 neutral
Disclosure
Saguaro limits portfolios to 5-20 names, currently holding 12 across strategies
“Our technical limits are five to 20 names. Realistically, each one of our portfolios will probably be more seven to 14. Today, we've got 12 in all three of our portfolios.”
Jim Falbe Jun 8, 2023 ▶ 41:22 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Jun 8, 2023 positive
Disclosure
Saguaro plans to cut management fees over time as assets scale
“And so we have a different structure. We want to be performance fee based. We want to make sure that we're capacity constrained and Over time, as we grow, we actually want to drive our management fee down.”
Jim Falbe Jun 8, 2023 ▶ 51:02 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Jun 8, 2023 positive
Insight
Falbe: Emotional temperament outweighs intellectual capability for investment success
“As a faithful disciple of Warren and Charlie realized the emotional makeup may be a more important part.”
Jim Falbe Jun 8, 2023 ▶ 9:47 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Jun 8, 2023 neutral
Disclosure
Saguaro Capital was founded by five former Vulcan Value Partners professionals
“So five previous people at Vulcan who are all co-founders of this thing, principles, that really believed that we think we can do something that's going to add value for that next generation of value investors.”
Jim Falbe Jun 8, 2023 ▶ 28:23 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Jun 8, 2023 positive
Assertion Partly supported
Vulcan Value Partners scaled from $1B to $20B during Falbe's tenure
“When I signed on to Vulcan, it was a one billion dollar boutique. They were large enough that I was very confident they'd be able to pay the bills. There'd be some stability, but also small enough to still be able to really perform. And that was important to m…”
Jim Falbe Jun 8, 2023 ▶ 14:42 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Jun 8, 2023 positive
Insight
Falbe: Equity portfolios capture most diversification benefits in just 8-10 names
“I think you get most of them in eight or 10 names”
Jim Falbe Jun 8, 2023 ▶ 44:02 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Jun 8, 2023 neutral
Disclosure
Saguaro caps position sizes at 5% for ideas tracked under 12 months
“If an idea is new to us, i.e. We haven't followed it longer than 12 months, we're going to limit our position size to five percent.”
Jim Falbe Jun 8, 2023 ▶ 41:34 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
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