Description
Chris Pavese, President and CIO of Broyhill Asset Management, is a seriously thoughtful investor. We talk about how investing straddles left and right brain thinking, about whether the advantage of being located outside the bustling environment of a New York or London will continue to confer the same benefit in the days of Zoom, and about the benefits and joy of reading widely. Chris explains his investment philosophy, why he has fewer than 20 stocks in the portfolio, why the only research he buys is from a short seller (even though he doesn't short), and we discuss the north-south divide in Europe and the US.
Anthony Bolton is best known for Fidelity Special Situationsfund’s 19.5% pa returns, 6% above his benchmark, over a 28 year period. He was not only a highly accomplished investor but was both revered and liked by his colleagues. Pragmatic, unfailingly courteous, courageous, and universally...
Published 11/22/24
Lionel Barber is the former editor of the Financial Times
and probably the only journalist on the planet to have interviewed Presidents Obama, Trump and Putin. Under his stewardship, the FTÂ metamorphosed from a newspaper into a digital subscription business, and was sold to the Japanese company...
Published 10/17/24