[REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness

<p>I&#39;m excited to share the two-year anniversary of the most popular Value Hive episode to date! </p> <p>This week we chat with Dan McMurtrie, co-founder and Portfolio Manager of Tyro Partners. Tyro manages assets for Institutions and High Net Worth Individuals. We utilize a deep dive research process focused on evaluating the secular trends and supply chains driving Technology, Healthcare, Industrial, and Consumer markets.</p> <p>Today Dan joins The Hive for a three-hour podcast with topics ranging from post-consciousness, Maslow&#39;s Hierarchy of Needs, Fad Investing, and Lessons For Emerging Managers. </p> <p>Dan is a fantastic investor and an even better human. I hope you listen to the show in its entirety as Dan continually drops knowledge bombs about life as an emerging manager. </p> <p>If you don&#39;t already, please follow Dan on Twitter <a href="https://twitter.com/SuperMugatu" target="_blank">@SuperMugatu</a>. Also, if you&#39;re interested in Dan&#39;s firm Tyro Partners, check them out <a href="https://www.tyropartners.com/" target="_blank">here</a>.</p> <p>Also, a big thanks to the following sponsors for making the podcast a reality!</p> <p><strong>Mitimco</strong></p> <p>This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT&#39;s mission. To help the emerging manager community more broadly, they created <a href="https://emergingmanagers.org/">⁠emergingmanagers.org⁠</a>, a website for emerging manager stockpickers.</p> <p>For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You&#39;ll find essays and interviews by successful emerging managers, service providers used by MIT&#39;s own managers, essays MITIMCo has written for emerging managers and more!</p> <p><strong>Tegus</strong></p> <p>Tegus has the world’s large