Kyle Grieve chats with Matthew Peterson about his journey into the fund management industry, what potential fund managers should consider before starting a new fund, the powerful effects of using post mortems, how he used the Kelly criterion to create his concentrated portfolio, the use case for options for long-term value investors, why options can be a win-win for investors who want to own shares with cheaper entry prices than the market offers, the Seritage Growth Properties situation, and a whole lot more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:12 - Matthew’s origin story for the fund with limited assets.
05:41 - The importance of a good fee structure.
19:25 - The benefits of a concentrated portfolio.
31:35 - How to own shares at below-market prices with options.
43:29 - Insights into his structured dividend capture system.
57:33 - Updates on a recently exited business.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Read Matthew Peterson’s fund letters here.
- Watch Matthew Peterson on YouTube here.
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