Eddie Perkin - Battling Biases and Building Better Investment Teams
About this episode
Eddie Perkin discusses investment decision-making, behavioral biases, and building effective investment teams.
In this episode, Michael Mauboussin welcomes Eddie Perkin, former Chief Investment Officer at Eaton Vance and Goldman Sachs Asset Management, to discuss the principles behind better investment decision-making. Eddie shares how his early experiences shaped his investment philosophy before examining quality value investing, behavioral biases, and the importance of process over outcomes. The conversation explores leadership, collaborative conflict, confirmation bias, portfolio construction, selling discipline, and how investment organizations can create environments that encourage independent thinking. Eddie also reflects on the future of investing, the opportunities created by technological change, and the books and ideas that continue to influence his thinking—and much more! Key Topics Eddie Perkin's background and journey into investing (2:58) Early lessons in behavioral biases and groupthink (6:31) The "Mercedes with a scratch" approach to quality value investing (9:03) Investing across U.S., European, and emerging markets (10:54) Why great businesses should be identified before valuation screens (13:15) Developing variant perception through research and preparation (15:12)…
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