Angela Chang Newell is a portfolio manager at Social Capital. As many of our listeners will know, Social Capital is the brainchild of Chamath Palihapitiya – a billionaire and Twitter influencer with over 1.4 million followers.
Earlier this year Angela made it into an exclusive group, Chamath and Social Capital’s Emerging Managers class of 2021 – an industry-first initiative that has sought investors, of all backgrounds, who believe they can develop differentiated strategies to generate outsized returns. Social Capital has funded their portfolio managers with an initial capital base, with the aim of scaling that over time.
Angela has worked for some of the biggest and most prestigious asset managers in the world – including JPMorgan and Macquarie – and her unique take on US equity investment was extremely compelling. We discuss what differentiates her approach from the rest of the market; what makes an exceptional portfolio manager; Angela takes us inside one of the most talked-about companies in the industry. Enjoy the interview!
After the interview, Angela shared Dimon's 2020 letter to shareholders. Read for more insight into the JPMorgan CEO's insight:
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
