20 Minute Playbook: Howie Schwab – Lead Portfolio Manager for Emerging Markets Growth at Driehaus Capital

“In terms of how we invest, I think integrating and overlaying macro as well as behavioral components, not simply wedding ourselves to this bottom up, here's our specific template and it's time tested is really important.” – Howie Schwab

Howie Schwab is the lead portfolio manager for the Emerging Markets Growth strategy at Driehaus Capital. He is also a portfolio manager for the Emerging Markets Small Cap Equity and Emerging Markets Opportunities strategies, and he has also served as co-portfolio manager for the Driehaus International Small Cap Growth strategy. 

For more, explore the transcript of this episode.

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Topics discussed with Howie Schwab

• 00:01:41 – Regime shifts in the market
• 00:06:51 – Learning from investing mentors
• 00:10:08 – Great investors obsess over their failures
• 00:12:48 – Advice for young investors
• 00:16:43 – Howie’s investment philosophy
• 00:24:24 – Challenging yourself

Howie Schwab Resources

• Richard Driehaus
• Driehaus Capital Management
• Stan Druckenmiller
• The Last Dance
• Gloom Boom Doom
• Stan Druckenmiller’s speech at Lost Tree Club
• Transcendental Meditation Center of Chicago

Books Recommended by Howie Schwab

• Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green
• How You Can DOUBLE YOUR BUSINESS In The Next 90 Days -- 11 Key Concepts To Boosting Your Sales And Profits NOW By Turning Your Business Into A Customer-Directed Marketing Machine by Robert Budoch