Ted Seides

speaker

4,298 appearances 32 recordings 1 series first heard Mar 2026 last heard 17 Aug

Ted Seides’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 32 in all, peaking in Jul 2026 with 7.

Appearances

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Capital Allocators – Inside the Institutional Investment Industry · Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) · 8 Jun 2026 podcast

Under the idea of making sure you have diversity of thought on the team, that's a sufficiently contrarian thought for a quality growth investor. voice-verified

I imagine you have some people on the team that don't agree with that main thesis. voice-verified

What's the dialogue like inside? voice-verified

When you're looking at places where the market's not necessarily agreeing with what you're seeing, what's an example where you've done that and made a mistake? voice-verified

How do you counter the difficult behavioral biases that come from endowment effect of things when you own the name, sell it, and then that ability to flip and come back in? voice-verified

When you have as wide of a lens as you could on what constitutes quality that gets you excited, how do you filter into what you want to spend your time looking at? voice-verified

you talked about sounds far more contrarian. voice-verified

Than consensus. voice-verified

I'm curious how you've worked with the people on your team to get them to think differently from others. voice-verified

I would love to hear what you go through in your analysis to get conviction in something that the market is telling you. voice-verified

Is quite different from your view. voice-verified

out those position sizes? voice-verified

How does the concept of thinking like a hedge fund that more absolute than relative return play its way into how you manage the portfolio? voice-verified

We'd love your perspective on emerging markets, voice-verified

What's changed in how you think about investing from your early days in the business? voice-verified

You mentioned being a hundred sixty billion a day, ten years in from launching this. voice-verified

I'd love to learn about how you did that. voice-verified

In a world where active management, generally speaking, has been under pressure to go from a new launch to significant scale in such a short period of time. voice-verified

I'd love you to take me through what that distribution path looked like. voice-verified

Somewhere along the way, you decide to go public. voice-verified

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