The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey

Durable Capital Partners' Henry Ellenbogen and Anouk Dey discuss the firm’s investment philosophy, emphasizing a multifaceted approach combining public and private markets with flexible valuation methods. Ellenbogen recounts his background in science and politics and how it shaped his view of businesses as organisms needing balance to thrive. The discussion highlights the importance of understanding business and technology history to anticipate disruption, as well as the necessity of a liberal arts background for multifaceted problem-solving. Dey shares her experience in international relations and how observing the Arab Spring led her to appreciate the power of private actors, particularly tech companies like Twitter. Both advocate for building durable relationships with companies, supporting them through crises, and focusing on long-term value creation rather than short-term gains.