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The JRo Show

Interview with Chris Pavese of Broyhill Asset Management

Apr 18, 2024
Chris Pavese, Portfolio manager at Broyhill Asset Management, discusses Broyhill's investment philosophy, risk management, research process, and macro outlook. He shares insights on valuation, when to sell, and his current reading list. The podcast provides valuable information for investors interested in global value investing.
01:34:58

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Broil Hill Asset Management focuses on tax-efficient, value-driven investing with a concentrated portfolio and benchmark-agnostic approach.
  • A meticulous and creative idea generation process at Broil Hill utilizes diverse valuation methods for uncovering mispriced assets across industries.

Deep dives

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