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"To check overconfidence, rely on pre-mortems and contrarian teams"

Michael Mauboussin, Director of Research, BlueMountain Capital Management

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Published 3 years ago on Jun 05, 2019 11 minutes Read

Michael Mauboussin wears multiple hats – that of an analyst and fund manager, a writer and a teacher. Now director of research at BlueMountain Capital Management, he was the head of global financial strategies at Credit Suisse and the chief investment strategist at Legg Mason Capital Management earlier. Among the many books to his credit, three stand out — The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing; Think Twice: Harnessing the Power of Counterintuition; and More Than You Know: Finding Financial Wisdom in Unconventional Places. He has been an adjunct professor of finance at Columbia Business School since 1993 and continues to be on the faculty of The Heilbrunn Center for Graham and Dodd Investing. His distinction is defined by not just the fact that he received the Dean’s Award for Teaching Excellence in 2009 and 2016, but by the progress of his students, a great example of which is none other than Todd Combs, one of the two portfolio managers handpicked by Warren Buffett. He is an authoritative voice in the world of value investing, with great work around behavioural aspects and moats to his credit.