Introduction

This chapter discusses how investing strategies have evolved to focus on value beyond financial statements and explores the use of options for long-term value investors. It mentions the unique dividend capture system of Matthew Peterson and highlights the taboo surrounding options in the value investing world, despite their potential benefits.

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Episode notes

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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