• Brett Schafer

Bonus Interview: Quantitative and Quality Investing With Tobias Carlisle



Listen On:

  1. Spotify

  2. Google Podcasts

  3. Apple Podcasts

Show Notes


We are glad to bring everyone a bonus interview this week with author, experience fund manager, and podcast host Tobias Carlise. If you are interested in Tobias's work or anything he mentioned in the interview, you can find it on his website. Our discussion was wide-ranging this week, here are a few questions we asked Tobias:


  1. Why investing?

  2. What is this new book you are working on? What inspired it to happen?

  3. What made you want to start VAH?

  4. Benefits of doing VAH/other media stuff for investing and/or building the business?

  5. How do you try and balance building a quantitative strategy combined with some more qualitative/subjective judgments?

  6. What makes a quality stock/business?

  7. How do you think about position sizing and portfolio management? Benefits and downside to shorting for a portfolio?

  8. Benefits and downsides of stock screening?

  9. What’s one piece of advice you have for anyone that’s starting a career in investing?



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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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