In this Allocator’s Edge episode of the Value Perspective, we’re joined by Andrew Brenton, founding Partner of Turtle Creek Asset Management. Back in the 1990s Andrew and his two partners made a bold move, applying a private equity lens to public markets. The result is a standout long-term track record from their base in Canada. In the episode we discuss the art and limits of forecasting, including embedded probabilities; how to integrate the private equity approach to public markets; and finally, how the asset management business has changed. Enjoy!
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