TIP440: Beating the S&P500 since 2004 w/ Bryan Lawrence

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

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On today’s show, Stig Brodersen chats with Bryan Lawrence. His company Oakcliff Capital has outperformed the S&P500 since its inception on June 1, 2004. By December 31, 2021, the S&P500 has returned 392% compared to Oakcliff Capital, returning 718% after fees.



IN THIS EPISODE, YOU'LL LEARN:

  • 01:06 - What is the investment strategy of Oakcliff Strategy?
  • 05:50 - How did Bryan develop the conviction to invest in a company and the investment thesis behind Charter Communications.
  • 16:13 - How does Bryan Lawrence generate investment ideas.
  • 29:37 - How outperforming the market still requires you to underperform the market at times.
  • 32:42 - What is Bryan Lawrence's competitive advantage.
  • 44:22 - How do you identify the right investment manager.
  • 48:48 - How do you align the interest behind the investment manager and their clients.
  • 1:01:03 - Is there such a thing as an optimal fund size?
  • 1:05:23 - How to evaluate skill set and fund size.
  • 1:06:50 - How should investors factor in inflation.
  • 1:14:23 - Balancing the right level of cash and why it has been 16% on average for Bryan.



*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



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