Delphine Govender, CIO of Perpetua Investment Managers, was my special guest on the Investment Community podcast. You can listen here.
She tells:
- How gender and race are proudly part of her identity, but they don’t define her
- How meritocracy is not compromised when you pursue diversity
- How much hypocrisy surrounds ESG investing.
We also discussed:
- How the job of an analyst is changing dramatically
- How easy it is to confuse confidence and conviction and competence
- How having the wrong owners can destroy an investment firm.
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