{"id":218760,"date":"2025-02-14T09:30:00","date_gmt":"2025-02-14T14:30:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=218760"},"modified":"2025-02-25T14:50:38","modified_gmt":"2025-02-25T19:50:38","slug":"a-33-billion-value-manager-who-has-actually-outperformed-scott-mcbride","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/podcasts\/a-33-billion-value-manager-who-has-actually-outperformed-scott-mcbride\/","title":{"rendered":"A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed. McBride, with 24 years at the firm, shares insights into how their team has achieved impressive results by being willing to think differently from consensus.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Key topics discussed:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How market sentiment and emotion create opportunities for long-term investors<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The importance of having the right team culture and being comfortable with contrarian positions<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Their approach to valuing companies beyond traditional metrics like P\/E ratios<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Why catalysts aren\u2019t necessary for investment success if you get valuation and governance right<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Their perspective on international markets, particularly opportunities in Europe and the UK Thoughts on AI\u2019s impact on businesses and investment analysis<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The growing influence of passive investing and how it creates opportunities<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">McBride explains why having fewer analysts covering certain stocks can create opportunities, and why focusing on business quality, strong balance sheets, and good governance is crucial for long-term success. He also shares valuable insights about maintaining flexibility in investment approach rather than being dogmatic about any single strategy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/youtu.be\/gGzcz2vlglw\" target=\"_blank\" rel=\"noreferrer noopener\">Watch on YouTube<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/a-%2433-billion-value-manager-who-has-actually\/id1490296778?i=1000691818987\" target=\"_blank\" rel=\"noreferrer noopener\">Listen on Apple Podcasts<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/open.spotify.com\/episode\/71w9TdSYC3Yh26Uy1Xz7EU\" target=\"_blank\" rel=\"noreferrer noopener\">Listen on Spotify<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8212;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Originally Posted February 14, 2025 &#8211; <a href=\"https:\/\/blog.validea.com\/a-33-billion-value-manager-who-has-actually-outperformed-scott-mcbride\/\">A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed. McBride, with 24 years at the firm, shares insights into how their team has achieved impressive results by being willing to think differently from consensus.<\/p>\n","protected":false},"author":186,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[455,13857],"tags":[],"contributors-categories":[13819],"class_list":["post-218760","post","type-post","status-publish","format-standard","category-contributor-podcasts","category-podcasts","contributors-categories-validea-capital-management"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride<\/title>\n<meta name=\"description\" content=\"In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/posts\/218760\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride | IBKR Campus US\" \/>\n<meta property=\"og:description\" content=\"In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed. 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