Published Dec 2, 2021

Will Cook - Sunriver Management (Manager Meetings, EP.22)

Will Cook of Sunriver Management delves into building a resilient investment culture by emphasizing long-term thinking and a disciplined portfolio strategy while exploring the challenges and intricacies of short selling in contemporary markets.

Episode Highlights

Topics covered

Episode Highlights

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Will Cook - Sunriver Management (Manager Meetings, EP.22)

Topics covered

Popular Clips

Market Opportunities Unveiled

Long vs. Short Strategies

Short Selling Insights

Mid Cap Opportunities

Managing Investment Risks

Early Investment Journey

Learning from Mistakes

Long and Short Strategies

Portfolio Construction Insights

Mid Cap Insights

Market Dislocation Strategies

Short Selling Insights

Team Pride and Growth

Investment Process Insights

Defining Success

Episode Highlights

Cultural Foundations

Investment Strategies

Short Selling

Related Episodes

Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)

Ted Seides – Interviewing and Manager Meetings (Capital Allocators, EP.94)

Mike Smith and Nikhil Basu Trivedi – Footwork Ventures (Manager Meetings, EP.12)

Jamie Montgomery – March Capital (Manager Meetings, EP.26)

Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)

Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)

Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)

Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]

Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)

Jack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39)

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Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)

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Will Cook - Sunriver Management (Manager Meetings, EP.22)

Topics covered

Popular Clips

Episode Highlights

Cultural FoundationsWill Cook shares insights on building a resilient and adaptable culture at Sunriver Management. He highlights the importance of long-term thinking, learning from mistakes, and fostering a supportive team environment to achieve sustained success.

Cultural Foundations

Investment StrategiesWill Cook, portfolio manager at Sunriver Management, shares insights into the firm's disciplined approach to portfolio management and opportunity identification. He emphasizes the importance of analyzing past performance to refine strategies and enhance alpha generation.

Investment Strategies

Short SellingWill Cook, portfolio manager at Sunriver Management, explores the intricacies of short selling in today's market. He shares insights on strategic frameworks, market conditions, and lessons learned from past experiences.

Short Selling

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