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research pipeline

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2024 by Sanjay Ayer · across every show →

Everything said about research pipeline, oldest first

Feb 5, 2024 neutral
Disclosure
Ayer: WCM's research pipeline became too lopsided before 2022
“I think we got a little bit lopsided in the types of names we were writing up. For a few years, and so that was a change we've made since.”
Sanjay Ayer Feb 5, 2024 ▶ 53:25 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
Oct 27, 2025 neutral
Insight
Ayer: Portfolio Correlation Issues Stem From Correlated Research Pipelines
“One of the conclusions was the portfolio was too correlated, but the root cause of that was the research pipeline had become too correlated.”
Sanjay Ayer Oct 27, 2025 ▶ 12:34 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
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