February 2, 2025

Idea Brunch with Ryan O'Connor of Crossroads Capital

Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors. We are very excited to interview Ryan O'Connor! Click the link below to read the full interview.

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The single greatest edge an investor can have is a long-term orientation.

In a world where performance comparisons are made not only annually and quarterly but even monthly and daily, it is more crucial than ever to take the long view. In order to avoid a mismatch between the time horizon of the investments and that of the investors, one's clients must share this orientation. Ours do. - Seth Klarman