My guest on the show today is Josh Collinsworth, the Portfolio Manager at Nomadic Value Partners. Josh started Nomadic in 2019 after spending a number of years as an allocator. Josh is one of the most eclectic investors I know, and his understanding of the byzantine US healthcare system makes him my go-to investor when trying to navigate investments in that industry. In this enlightening conversation, we discussed:

• Josh’s path from being an allocator to starting his own investment firm;
• How he developed an expertise within healthcare;
• Nomadic’s time horizon and how it compares to that of other investors;
• Portfolio concentration and position sizing

For more information about Nomadic Value Partners, please visit: https://nomadicvalue.com/

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