Long-Term Value Investing: Strategy, Moats & Portfolio Management
During their recent episode, Taylor, Carlisle, and Ardal Loh-Gronager discussed Long-Term Value Investing: Strategy, Moats & Portfolio Management. Here’s an excerpt from the episode:
Tobias: Tell us a little bit about your investment strategy. What sort of businesses do you like to look at? What’s the geographic range, any industries, just give us a flavor for what you do Ardal?
Ardal: Sure. So, my fund, we’re a global fund. So, essentially, it means we’ve got either the blessing or the curse, you might call it, of the fact that we’ve got the whole investment universe, which is roughly 45,000 listed…
