My guests on the show today are Corey Henegar and Jeff Fahrenbruch, the co-portfolio managers at Oakview Capital. Oakview is an SEC-registered, Dallas-based investment firm that was started in 2010. Jeff and Corey bring a unique lens into value investing and I enjoyed talking to them about:

How decisions are made at Oakview given the co-PM structure;
The types of companies they look to invest in;
Portfolio construction, including position sizing;
How they use checklists within their process; and
Some of the unique metrics they use to determine business quality.

For more information about Oakview Capital Management, please visit: https://www.oakviewcm.com/

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The Confidence Checklist with Corey Henegar and Jeff Fahrenbruch, Co-Portfolio Managers at Oakview Capital Management