Saguaro Capital Management

Saguaro Capital Management

投资管理

Chandler,Arizona 1,916 位关注者

We are modern value investors

关于我们

Technology is disrupting our world. We believe every company must become a technology company to survive. Investment management firms are not an exception. That’s why we built Saguaro Capital Management. We are modern value investors with a unique and proven ability to fuse deep human-led fundamental research with hypermodern technology to produce exceptional long-term investment results. Our investment philosophy is simple: Find the best businesses on earth, buy them only at a meaningful discount to intrinsic value, then allow them to compound for as long as possible. We partner with sophisticated institutional investors who benefit from our diverse expertise, intellectual curiosity, and transparent investment approach. As owners and operators of the firm, our capital is also invested alongside our investors, which creates a strong alignment of interests. Philanthropy and charitable giving in the communities in which we work and live is also a value that Saguaro holds dearly. This includes donating 10% of the Firm’s profits to charity, engaging in community service, and providing young professionals with unique opportunities to build and grow their careers.

网站
https://www.saguarocm.com
所属行业
投资管理
规模
2-10 人
总部
Chandler,Arizona
类型
合营企业

地点

  • 主要

    25 S Arizona Ave

    Suite 425

    US,Arizona,Chandler,85225

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Saguaro Capital Management员工

动态

  • 查看Saguaro Capital Management的公司主页,图片

    1,916 位关注者

    Somehow, James Falbe, CFA went viral for this... (White Paper coming soon)

    查看James Falbe, CFA的档案,图片

    Saguaro Capital Management

    What does an equity analyst actually do? . Not sure if anyone will find this example interesting, but I've been asked... . . . Today, I reconciled an IFRS (international accounting standard) Cash Flow Statement with our prototypical GAAP (US accounting standard) way of looking at the world. This is important so that we can compare opportunities around the world on an apples-to-apples basis. While a lot of this has become automated, sometimes the numbers still don't line up, and that's when you need to know what you're doing. . . A lot of people would find reconciling numbers from deep in the footnotes to the financial statements as tedious and boring, but for those who are obsessed, its like getting paid to play Sudoku. . . In all honesty, I tried to solve this one last night (Games Workshop), but had to revisit it this morning when I was fully functional. If anyone has read this far and would actually be interested in how you do this, leave a comment and I'll be happy to expand, otherwise I'll keep these types posts out of the feed.

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  • 查看Saguaro Capital Management的公司主页,图片

    1,916 位关注者

    Jim and Tyler will be speaking with Brett Caughran about the latest in Applied AI in Investment Management next Monday!

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    1,154 位关注者

    THE CUTTING EDGE, EPISODE 3: JIM FALBE, SAGUARO CAPITAL (Monday November 11th at 5pm ET) I hope you have enjoyed our first two episodes of The Cutting Edge where we have been exploring the frontier of artificial intelligence applied to fundamental investment research. We are very happy to announce Episode 3 which will take place Monday November 11th at 5pm ET. We have heard from two builders in the AI space, and now we will shift sides of the table and hear from Jim Falbe. Jim has been exploring the use of AI in the fundamental investing process for nearly a decade, first at Vulcan Value Partners and more recently at his own firm, Saguaro Capital Management. Jim will share his learnings from his journey and will be joined by the leader of his internal AI effort. We will have time for open Q&A. If you have been exploring ways to implement AI into your investment process, you won't want to miss this one! Register here to join the live webinar: https://lnkd.in/gsXq5Fbz

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  • 查看Saguaro Capital Management的公司主页,图片

    1,916 位关注者

    Thank you for the hard work Mike Shepardson, CFA and Jonathan Kim! . . . Also, thank you to Stacy Havener, Joel Wittenberg, Paul Black, Bill Terry, Leah R. Bennett, CFA, Bill McDonald, Geoffrey Siwo, and Sasha Rao for constantly talking us up! . . . It takes the whole team. Thank you Andrea Mark Rosso, CFA, Bryan Tsiao, CFA, Bryan Wagman, Tyler Thomas, Benjamin C., Deirdre Campbell, Anne Keller, and even James Falbe, CFA. . . . Time to emerge!

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  • 查看Saguaro Capital Management的公司主页,图片

    1,916 位关注者

    We were honored to join Ben Claremon for his latest episode of Compounders to explore the fusion of long-term investing and AI.

    查看Ben Claremon的档案,图片

    Professional Investor

    [New Compounders Podcast] Today we released an absolutely wonderful interview with James Falbe, CFA of Saguaro Capital Management. Jim and Saguaro are at the forefront of using technology, specifically AI, to enhance the process of a good old fashioned value investing firm. We covered a lot in this interview, including: -How Saguaro actually uses AI to enhance its process; -The culture of the firm, including the importance of donating a portion of the profits; -Creating alignment with investors via fair fee structures; and -The scalability of Saguaro's various strategies. Please enjoy the interview here: https://lnkd.in/gs_yNun4

  • 查看Saguaro Capital Management的公司主页,图片

    1,916 位关注者

    Happy to be a part of developing the Fund Manager eco-system in Arizona!

    查看Arizona Fund Manager Association的公司主页,图片

    290 位关注者

    Our list of high-class speakers continues to grow for #LIFTAZ2024! We are thrilled to announce Mickey Levy, renowned Author and Economist, to speak alongside Lawrence Summers, Former U.S. Secretary of the Treasury, at this year's conference. Join us for valuable insights into the current economic landscape during their keynote: "Fed Watching: Interest Rates, Inflation, and the Economy". Register now before our ticket prices increase! https://hubs.li/Q02hjbgJ0 #LIFTAZ2024 #FinanceLeaders #EconomicInsights #KeynoteSpeakers

    LIFT AZ — AFMA

    LIFT AZ — AFMA

    azfundma.org

  • Saguaro Capital Management转发了

    查看Portfolio Summits的公司主页,图片

    6,701 位关注者

    James Falbe, CFA is passionate about mentorship and investing. As the Founder of Saguaro Capital Management, he lives these passions daily. Jim was previously a Principal and Portfolio Manager at Vulcan Value Partners. With the Senior Investment Team, he was responsible for portfolio management, coverage of both portfolio and watch list names, and seeking out new investment opportunities. He also co-developed and co-led Vulcan’s internship and associate analyst programs.Additionally, Jim initiated and led the development of Vulcan’s AI and Machine Learning capabilities. A five-year effort, this project significantly increased Vulcan’s research productivity and opened the door for revolutionary new products in the future. He also has experience with Notre Dame’s Investment Office and Devotion Capital Management (previously Schacht Value Investors). Before Equity Research, Jim was a humanitarian worker in the Middle East/North Africa region. Starting as an English teacher in Jordan, he taught over 800 students and finished by helping run a training center that educated over 1,500 students per year. His team of fourteen was on the ground during the Arab Spring and helped build a network for international aid efforts in Egypt and Libya. Jim is a CFA? Charterholder and earned his MBA in Investments from the University of Notre Dame. He also holds an MDiv in Theology and a BA as a University Scholar from Baylor University. Married with four energetic kids, Jim loves science fiction, history, long walks, chess, and Baylor Football. Join Jim for his 2:00 PM panel, “Gaining a Competitive Edge through Practice Management” on January 23rd in Scottsdale at the Arizona RIA Summit. Click here to learn more about Saguaro Capital Mangement:?https://www.saguarocm.com/ Secure your seat in Scottsdale, here:?https://2ly.link/1vOxX #PortfolioSummits #Registeredinvestmentadvisor #arizonainvesting

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