Value Investor Insight Interview with Andrew Wellington & Matt Mangiacotti

Published On, September 30, 2023

In this interview with Value Investor Insight, Chief Investment Officer Andrew Wellington and Senior Analyst Matthew Mangiacotti delve deeply into their investment philosophy and strategy. Andrew and Matt cover a range of topics, from Lyrical's 'finding gems amid the junk' approach, to their strategy when considering disruption (including how AI has impacted their portfolio companies), and what keeps them optimistic and grounded as investors navigating the noise of the market.