Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed David Hay, the former co-CIO of Evergreen Gavekal, an investment advisor and wealth manager overseeing $5.5 billion in assets. He now writes research reports for Haymaker, an investment newsletter.

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Phil Rosen
Phil Rosen

Phil Rosen is co-founder and CEO of Opening Bell Media and chief market strategist for Silvia Inc. (NASDAQ: SVIA). He hosts Full Signal and writes Opening Bell Daily — the markets briefing read by over 200,000 investors and published on Bloomberg Terminals — and has also published two books and won a Fulbright award for his reporting. Contact him at [email protected].