From Allocator to Public Investing
I'm currently on the allocator side (E&F), mainly doing manager selection, due diligence, and portfolio construction. I am considering an MBA to pivot into fundamental public-equity investing (LO or L/S).
A few questions:
- Transferable skills: How relevant is allocator experience to fundamental investing? Would I essentially be starting from scratch?
- Making the pivot: What would I need to demonstrate to convince employers I can succeed as a bottom-up investor? Are strong stock pitches enough?
- MBA choice: CBS seems like the natural fit given its Value Investing Program, but how much does that actually matter? Would Wharton or H/S offer comparable opportunities despite having less structured investing curricula?
Would appreciate perspectives from anyone who's made a similar transition or recruits for fundamental investing roles.
Thanks!