Capital Cyclists Capital Connections: How Relationships Drive Returns
23 snips
May 2, 2024 Chris Dion, Co-CIO at Brockenbrough, discusses the importance of relationships in investment management. Topics include being a generalist vs specialist, building business through relationships, and Chris' unique 'chicken entrepreneur' title.
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Early Trust and Investment Philosophy
- Chris Dion tells the story of advocating for a new investment strategy before even starting at Brockenbrough.
- This early act of trust shaped the firm's investment philosophy and client relationships.
Shared Origins
- Django Davidson compares Hosking Partners' foundation to Brockenbrough's.
- Both firms represent a continuation of investment philosophies while also being new businesses.
A Long-Standing Relationship
- Chris Dion recounts his long-standing relationship with Hosking Partners, starting with a reference call to Jeremy Hosking.
- Years later, Dion reconnected with Hosking after learning about his new firm.