Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452]

Hello and welcome everyone. I'm Patrick O'Shaughnessy and this is Invest Like the Best. This show is an open ended exploration of markets, ideas, stories, and strategies that will help you better invest both your time and your money. If you enjoy these conversations and want to go deeper, check out Colossus Review, our quarterly publication with in-depth profiles of the people shaping business and investing. You can find Colossus Review along with all of our podcasts at joincolossis.com. Patrick O'Shaughnessy is the CEO of Positive Sun.

All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Some. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc. My guest today is Henry Ellen Bogan, founder and managing partner of Durable Capital Partners.

Henry built his reputation at T Row Price, where he led the New Horizons fund and turned it into one of the best performing small cap growth portfolios in the country. Compounding nineteen percent annually and consistently beating benchmarks for nearly a decade. In two thousand nineteen, he left to start durable. His philosophy is grounded in a simple belief that great investing is about understanding people and change. Henry has spent his career studying the rare one percent of companies that drive nearly all long term returns.

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