Unlock the secrets of efficient growth with Seth Cogswell of Running Oak Capital. Our latest episode features Seth's fascinating journey from a math-loving North Carolina native to founding a successful investment firm. Seth shares how his father's investment strategy, focused on maximizing earnings growth while minimizing large drawdowns, continues to shape his unique approach. He gives us an insider's view of the launch of Running Oak's ETF, RUINN, and the principles steering his firm's impressive growth. If you're intrigued by how family legacy can influence financial strategy to deliver standout returns, this conversation offers invaluable insights.
We dig deep into Seth's effective investment strategy, challenging conventional market hypotheses. Discover how Seth identifies undervalued companies and capitalizes on market inefficiencies by using forward consensus earnings growth and relative valuation techniques. The discussion also sheds light on risk management and portfolio diversification, with Seth advocating for a broad strategy to manage downside risk and maximize growth. Learn how his disciplined valuation criteria and industry diversification offer a robust margin of safety, especially during market downturns. Tune in to uncover the thoughtful strategy behind Running Oak's success and why Seth believes a proactive approach is key in navigating today's financial landscape.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Running Oak Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
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