Balancing Valuation and Concentration Risks

Our guest on the show this week was Andrew Hollingworth, the Portfolio Manager at HollAnd Advisors. Andrew has an eclectic background and, like many of previous guests, has centered his investment strategy around the search for compounders. In this informative conversation, we covered:

• How Andrew developed the investment philosophy he is employing today;
• Why he likes to invest behind owner-managers;
• His definition of a supernatural compounder;
• His contrarian stance on Biglari Holdings; and
• Why he is OK investing behind executives that other investors dislike

To learn more, please visit Andrew's LinkedIn page and the HollAnd Advisors website. 

Thanks for listening.