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Interview with Chris Pavese of Broyhill Asset Management

The JRo Show

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Global Value Fund Investment Approach and Risk Management

The chapter explores the investment strategy of a global value fund focused on capital preservation, investing in mid-sized businesses across various regions and sectors. It emphasizes the benefits of a streamlined business model for predictability, position sizing based on risk management, and a portfolio structure aimed at minimizing permanent capital loss. The discussion also covers risk management practices, team structuring, the number of stocks analyzed, and portfolio management strategies.

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