Chris Dale (Kintbury) “Math and Philosophy”

Successful Investors

Chris Dale is the founder, CIO, and portfolio manager at Kintbury Capital. Chris attended Cambridge to study math, but eventually earned his degree in philosophy. After school, Chris worked at S.G. Warburg in corporate finance. He eventually migrated to Warburg's equity division, where Chris cultivated his passion for markets and investing. Next, he moved to Millennium Capital Partners, at the time a $2.5 billion dollar fund. After nine years at Millennium running a market-neutral strategy, Chris started his own fund, Kintbury, motivated by his fascination for European equities. In this episode, we hear about Chris’s perception of market bubbles, as well as the valuable role that both math and philosophy played in shaping his approach to markets. Chris shares his personal metrics for determining when to sell, and also explains his ideology around tracking performance on a long-term basis. "The challenge is always asking yourself, if it wasn't in the portfolio, would you be putting it in today?" —Chris Dale Chris values inquisitiveness, which has served him well throughout his career. It turns out that math, philosophy, and investing all have the following in common: to succeed, you must truly understand and dissect your assumptions.