A Checklist-Based Investment Process: PepsiCo Case Study

Abdulaziz Alnaim discussed his checklist-based investment process based on a case study of PepsiCo (NYSE: PEP) at Wide-Moat Investing Summit 2017.

According to Aziz, the goal is to filter out as many bad ideas as possible as early as possible. He quotes physics Nobel Laureate Richard Feynman: “We are trying to prove ourselves wrong as quickly as possible, because only in that way can we find progress.”

Abdulaziz Alnaim is founder and Managing Partner at Mayar Capital Group. For the seven years prior to founding Mayar, Abdulaziz served as Chairman, CEO and Fund Manager at Yareem Ltd., an investment company which he managed using a disciplined value investing approach. He was also Chairman of Yareem Arabia, a multi-unit restaurant company based in Al-Khobar, Saudi Arabia, for the years 2005 to 2011. Abdulaziz serves as a member of several advisory boards and boards of directors including at “Oqal” angel investors network, the Saudi Association for Investment Professionals “Mostathmer”, the Annual Charity Run, and Dhahran Ahliya Schools. Abdulaziz also served as a member of the Executive Committee of the Young Businessmen Council at Asharqia Chamber of Commerce during the 2010-2013 term. Abdulaziz is a CFA charter-holder and is a member of CFA Bahrain and CFA UK. He holds a BS in Management Science with a concentration in Finance and a minor in Economics from the Massachusetts Institute of Technology.

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