• 59 - Long-Term Investments and Tariffs with Diana Choi

  • Jan 15 2025
  • Length: 38 mins
  • Podcast

59 - Long-Term Investments and Tariffs with Diana Choi

  • Summary

  • PhE is headed to Cancun this February 23 to March 2 for our Health and Wealth Summit! We'd love to have you join: https://www.physempowerment.ca/cancun

    In this episode, Dr. Wing Lim introduces a discussion with Diana Choi, team lead to a group of portfolio managers, about professional investment strategies. Diana Choi explains her investment philosophy; looking at the unpredictability of the future and the importance of focusing on quality businesses. She tells Wing that successful companies are ones that can perform well in various market conditions, thriving in good times and surviving in downturns. Through this approach, refined over 25 years, risk-adjusted returns can be delivered by identifying strong businesses that are resilient to market fluctuations.

    Dr. Lim and Diana Choi also explore the idea that investment decisions should not hinge on short-term events or political cycles, such as presidential elections. Quality companies transcend political changes and Diana points to the example of CCL Industries, a label-making firm with strong cash flow and growth potential. This strategy makes robust fundamentals a priority and not trends, fads, or short-term gains. The conversation highlights the disciplined effort that is needed to assess and maintain investments, with a focus on the value of patience, diligence, and durable business models.

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