Top 5 of 2025: #5: Adrian Meli

This episode of Capital Allocators features an interview with Adrian Meli, Co-Chief Investment Officer of Eagle Capital Management, discussing his investment journey and approach. Meli shares his early influences, transition from hedge funds to a long-only strategy, and the advantages of Eagle's structure, which emphasizes long-term investing and a team-oriented approach. The conversation explores building a team of analysts with hedge fund intensity, identifying unique investment opportunities, and constructing a resilient portfolio. Meli also touches on the evolving inefficiencies in public markets and potential future opportunities, providing insights into Eagle's investment philosophy and strategies for sustained success.