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Innehåll tillhandahållet av Capital Employed Podcast. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Capital Employed Podcast eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Cultivating Independent Thought (w./ Mark Walker)

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Manage episode 290391600 series 2859341
Innehåll tillhandahållet av Capital Employed Podcast. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Capital Employed Podcast eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Joining us for this episode was Mark Walker from Tollymore Investment Partners.

Mark manages a concentrated portfolio of only 12-15 positions.

Since launching the fund in 2016, until the end of 2020, Tollymore has generated a return of 28% per annum net of all fees and expenses.

In this episode Mark talks about his investment style and philosophy, as well as two companies he thinks have great long term potential.

Stayed tuned until the end where Mark discusses a book he recently enjoyed.

Hosted by Jon Kingston

--->

Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/

--->

website: capitalemployed.fm
twitter: @capitalemployed

--->

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do you own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #microcaps

  continue reading

64 episoder

Artwork
iconDela
 
Manage episode 290391600 series 2859341
Innehåll tillhandahållet av Capital Employed Podcast. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Capital Employed Podcast eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Joining us for this episode was Mark Walker from Tollymore Investment Partners.

Mark manages a concentrated portfolio of only 12-15 positions.

Since launching the fund in 2016, until the end of 2020, Tollymore has generated a return of 28% per annum net of all fees and expenses.

In this episode Mark talks about his investment style and philosophy, as well as two companies he thinks have great long term potential.

Stayed tuned until the end where Mark discusses a book he recently enjoyed.

Hosted by Jon Kingston

--->

Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/

--->

website: capitalemployed.fm
twitter: @capitalemployed

--->

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do you own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #microcaps

  continue reading

64 episoder

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