Sean Stannard Stockton - Managing In a Volatile Environment
The Business Brew
00:00
The Resiliency of Portfolio Companies
i think a commonality among some of the more quality investors that i talk to is the resilience of o portfolio companies, right? And with a business like n var, you can look it, well, what if the housing market crashes? Well, guess what? That happened not all that long ago, and n vr navigated at that period. So i think that resiliency is is one of the really key things. Going into covid we sold out of a single position in our portfolio. It was a supplier of low cost but mission critical parts to auto makers; they could have been killed off by collapsing car industry. We want companies who offer products and services that their customers
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