A hunting dog mindset to investing
Episode description
What does it take to stay ahead in a world of constant disruption? For Harold La, an equity portfolio manager, it's not about predicting the future, it's about putting yourself in a position to see change early, build conviction and stay with it over time.
After nearly three decades investing across global emerging markets in Asia, including India and China, Harold shares an active approach built on getting beyond the screen — sourcing ideas firsthand, meeting companies on the ground and leaning into parts of the market others overlook.
His philosophy centers on three principles:
- Be proactive: Pursue opportunity in under-researched, often uncomfortable areas
- Be present: Build conviction through direct, firsthand insight
- Be patient: Give ideas time to compound and be recognized
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