

Interview with Chris Pavese of Broyhill Asset Management
51 snips 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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Exploring Broyhill Asset Management's Unique Investment Approach and Philosophy
01:52 • 3min
Global Value Fund Investment Approach and Risk Management
05:08 • 24min
Discussion on Idea Generation and Approach to Investing
29:32 • 3min
Unleashing Creativity and Methodical Research Process
32:09 • 31min
Balancing Market Risks and Value Investing Strategy
01:02:44 • 14min
Mountain Meditations
01:16:32 • 5min
Immersing in Detailed Material: A Key to Investment Research
01:21:51 • 13min