In an episode of The Zurich Project Podcast, presented by MOI Global, Christopher Tsai discusses the COVID-19 crisis and how one might think about navigating it, both emotionally and financially. Christopher touches on portfolio positioning, the impact of the crisis on certain businesses, and other topics.
This conversation is also available as an episode of Invest Intelligently, a member podcast of MOI Global. (Learn how to access member podcasts.)
The linked interview provided herein includes certain forward-looking opinions and other information provided by Christopher Tsai as of April 23, 2020. Any opinions or other information included in the interview may change without notice and should not be relied upon in selecting any investment or investment-related product or service. Information provided in the interview about portfolio construction, including the use of leverage, relate to Tsai Capital’s separately managed accounts and not to any fund managed by Tsai Capital.
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Christopher Tsai is President and Chief Investment Officer of Tsai Capital Corporation, a global equity manager headquartered in New York City. He founded the company in 1997 and is Chairperson of the firm’s Advisory Committee.
Christopher pursues a value-oriented investment approach and seeks high-quality, growth companies that offer significant upside potential and a margin of safety at the time of purchase. He is a member of the CFA Society New York and previously served on the board of directors of untapt inc.
Christopher has been profiled in numerous financial publications including Barron’s, Bloomberg, Financial Planning, Investment Advisor Magazine, The Wall Street Transcript and Wealth Management Magazine. He has been interviewed by Bloomberg Radio, China Money Network, Fox Business Network, Nasdaq, and Yahoo Finance Live.
Prior to forming Tsai Capital, he was an equity analyst at Bear, Stearns & Co. Inc., John A. Levin & Co., Inc., and Gabelli Asset Management.
Christopher has been a benefactor of numerous museums and cultural institutions including The Museum of Modern Art, the Serpentine Gallery Pavilion, the Solomon R. Guggenheim Museum, the World Monuments Fund and The Jewish Museum, where he is a founding member of the Contemporary Circle.
When not looking at businesses, he loves running in nature, quiet time with his books and family, submersing himself in the arts and a perfectly steeped pot of tea. He received a Bachelor of Arts degree in philosophy and international politics from Middlebury College.
Enjoy additional insights by Christopher Tsai:
- Letter to investors in March 2020
- On discipline and having a long-term time horizon
- On his journey as an investor
- On his philosophy of investing and life