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Compounders Podcast

Finding Value in Markets Other Investors Shun with Tom Bachrach, Principal at PFH Capital

Jun 6, 2024
Tom Bachrach, an eclectic investor, discusses his approach to finding undervalued smaller companies in unconventional markets. Topics include seeking healthy financials, investing in commodities, and the importance of insider alignment. He also explores the investments in uranium, coal, and other unconventional assets within his portfolio.
01:17:01

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Diversifying globally into overlooked markets for undervalued assets is a strategy Tom Bachrock employs at PFH Capital.
  • Position sizing tied to compensation aligns company and investor interests for better risk management.

Deep dives

The Founding Inspiration for PFH Capital and Investment Strategies

Tom Bachrock founded PFH Capital to transition from a day job to full-time investing, driven by a love for investing and intellectuallly stimulating challenges in the field. The investment strategy evolved over time as the fund grew, moving towards a value focus due to increased responsibilities managing non-family money.

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