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Cultivating Independent Thought (w./ Mark Walker)

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Manage episode 290391600 series 2859341
Content provided by Capital Employed Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Capital Employed Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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 episoade

Artwork
iconDistribuie
 
Manage episode 290391600 series 2859341
Content provided by Capital Employed Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Capital Employed Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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 episoade

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