William Heard Featured in SEI Novus “Successful Investors” Podcast

William Heard was featured in the “Active Listening” episode of the SEI Novus “Successful Investors” podcast.

SEI Novus’s description of the episode can be found below, and the episode of the podcast can be found here.

“When you’re focused on doing good research and when you haven’t anchored because of valuation to a buy or sell, the process is more fruitful because you’re learning. I think that’s the beauty of investing. It’s a constant discovery process.”

Starting his own investment firm at a younger age than most, William Heard learned the importance of listening while carving his own path in the equity investing space.

William Heard is the founder, CEO, and CIO of Heard Capital. His investing approach is propelled by the skills he obtained through his upbringing in Milwaukee, WI and his experiences in finance—such as actively listening, always having a plan for what can go wrong with an investment before initiating a position, and analyzing a management team’s “Say-to-Do” Ratio.

In this episode, William explains why investors should never dilute their best ideas. William also explains how focusing on debates, rather than screens, leads Heard Capital to its investment ideas, and discusses the firm’s dedicated process to help remove confirmation bias and see through the fog.

“I know that every day is going to be different,” says William, “Our investment process begins with listening and making sense of your environment, knowing what’s real and what’s not, and then supporting the decisions made with a unit-based fact pattern.”

William Heard earned his degree in Finance and Real Estate from Marquette University’s College of Business Administration, where he founded the University’s Applied Investment Management Program. William currently serves on the Leadership Council for a Better Chicago, the City Year Chicago Board of Directors, and actively participates in OneGoal: a local organization dedicated to creating opportunities for today’s youth and low-income population.

Disclaimer: The content of this podcast is for informational purposes only and should not be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any security or other investment. The content of this podcast is not investment advice, nor is it an endorsement of any particular investment strategy. There is no assurance that any strategies, methods or sectors discussed by any participant were or will prove to be profitable. The content of this podcast should not be relied upon as a basis for investment decisions and is not intended to replace or serve as any professional advice or service. Investors and potential investors should independently consider all risks associated with any investment. All content in this podcast reflects the personal opinions and views of the speakers, and no representation is made as to its accuracy or completeness. At the time of recording this podcast, Heard Capital LLC had a client relationship with SEI Novus.

The information on this site has not been approved or verified by the United States Securities and Exchange Commission (the “SEC”) or by any state securities authority. Registration with the SEC does not imply a certain level of skill or training.
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