Evolution of Investment Strategy and Current Portfolio Composition

My guest on the show today is Tom Bachrach, the Principal at PFH Capital. Tom is an eclectic investor who travels around the world looking for mispriced smaller companies, especially those in markets that a lot of other investors shy away from. He also is willing to invest in sectors that other people shun for various reasons. With all of that as background, I was looking forward to chatting with Tom about:

• The founding inspiration for PFH Capital;
• The countries and markets he tends to gravitate towards;
• What it means to seek companies with healthy financials;
• Why he is interested in investing in companies with exposure to commodities

For more information about PFH Capital, please visit: https://www.pfhcap.com/

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