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Millennial Investing - The Investor’s Podcast Network
MI337: The Power of Alignment: Strategies From A Fund Manager w/ Jeremy Kokemor
Mar 19, 2024
01:03:25
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Jeremy Kokemor discusses Buffett's 0/6/25 model, importance of value, growth, and quality, reinvestment rates, and shareholder-friendly regulations. He focuses on concentrated portfolios, evaluating businesses, and alignment with partners for successful investing strategies.
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Quick takeaways
- Jeremy Kokemor implements Buffett's 0/6/25 fee model for alignment in investing partnerships.
- Combine value, growth, and quality for successful investments; focus on reinvestment rates.
Deep dives
Jeremy Kokmour's Unconventional Fee Structure and Alignment with Investors
Jeremy Kokmour, the founder of Right Tail Capital, discusses his fee structure, inspired by Buffett's 0-6-25 model. Under this structure, there is no management fee, and Right Tail earns a fee only if performance exceeds 6% annually. Kokmour emphasizes the importance of alignment beyond just the fee structure, including his personal investment in the fund and focus on maintaining the right mindset for decision-making.
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