Companies with a Permanent Right to Win with Bo Knudsen, Managing Director of Global Equities at C Worldwide Asset Management
Description
My guest on the show today is Bo Knudsen, the Managing Director of Global Equities at C Worldwide Asset Management. Many listeners may not be familiar with C Worldwide, but the Denmark-based firm manages over 20 billion dollars. Bo has been a portfolio manager since 1989 and has had his hand in some strategies that have generated incredible outperformance versus their benchmarks over long periods of time. In this insightful conversation, we discussed:
- The characteristics of a typical C Worldwide compounder;
- The investing culture that encourages employees to stay with the firm for decades;
- His history with the company Novo Nordisk, the Danish company that is now well-known for its weight loss drugs;
- How the firm approaches ethical and sustainable investing; and
- The elements that have allowed C Worldwide to generate such meaningful outperformance over time.
For more information about C Worldwide Asset Management, please visit: https://www.cworldwide.com/
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