

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.
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Adaptability in Investing
- Adapt your investment plans over time.
- Markets are unpredictable, and unforeseen events can disrupt long-term strategies.
Structural Advantages
- PFH Capital leverages its small size and global custody relationships.
- This allows them to invest in illiquid, overlooked markets worldwide.
Long-Term Focus
- Structure your fund for long-term investments to avoid short-term pressures.
- Filter investors who prioritize quarterly statements over long-term value.