Carl Kawaja - Wisdom from Decades of Investing - [Invest Like the Best, EP. 236]

<p><span style="font-weight: 400;">Today’s conversation is one of my all-time favorites, with someone I’ve come to respect deeply in the field of investing. My guest is Carl Kawaja, who has served as a portfolio manager at Capital Group for decades. Capital Group is among the most respected shareholders in the world, with over $2T of assets, and listening to Carl, you’ll hear why.</span></p> <p> </p> <p><span style="font-weight: 400;">In our conversation, we cover Carl’s criteria for building conviction around long-term holdings, why he views uncertainty and ambiguity as healthy, and why tolerating failure is key to great investing career. Throughout our discussion, Carl connects his lessons through a variety of direct experiences, personal analogies, and broader frameworks. I love his ability to talk in the weeds about his investments in Vale and TSMC and then quickly shift to his broader thematic views like “The Empire Strikes Back.” I hope you enjoy this great conversation with Carl Kawaja.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to the best content to learn more, check out the episode page</span> <a href= "https://www.joincolossus.com/episodes/25055995/kawaja-wisdom-from-decades-of-investing"> <span style="font-weight: 400;">here</span></a><span style= "font-weight: 400;">.</span></p> <p><strong>------</strong></p> <p> </p> <p><strong>This episode is brought to you by</strong> <a href= "https://canalyst.com/request-demo/?utm_source=invest_like_the_best&utm_medium=sponsored_content&utm_campaign=Invest%20Like%20The%20Best&utm_term=july_27_2021_shownotes"> <strong>Canalyst</strong></a><strong>. Canalyst is the leading destination for public company data and analysis. If you've been scrambling to keep up with the deluge of IPOs and SPACs these days, Canalyst has models on Robinhood, Marqeta, Grab, and everything in between. Learn more and try Canalyst for yourself at</strong> <a href= "https://canalyst.com/patrick/"><strong>canalyst.com/patrick</strong