Andrew Ang: Value Investing and Portfolio Strategies

Andrew Ang: Value Investing and Portfolio Strategies

Enterprising Investor · 2025-05-15
20:32

Andrew Ang—former BlackRock executive, Columbia professor, and advisor to Sarawak’s sovereign wealth fund— explores the intersection of personal journey and professional insight in modern investing. From the severe value investing drawdown between 2018 and 2020 to the strategic comeback post-COVID vaccine announcements, Andrew unpacks lessons from one of the most turbulent financial periods in history. He also discusses how investors can build resilience into their portfolios, the nuanced role of crypto assets, and the growing importance of tax-efficient strategies in long-term wealth building. Listen in for a thoughtful discussion that blends research, practical guidance, and a global perspective on today’s investment landscape.

This podcast is sponsored by Fintool. Fintool is a comprehensive suite of AI-powered tools designed for modern fundamental research. Check them out at https://fintool.com/

Enterprising Investor

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

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