Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
Sep 16, 2021
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Ryan Batchelor, Co-founder and Portfolio Manager at Clifford Capital Partners, discusses sustainable investing and deep value strategies with Paul Black, Co-CEO of WCM Investment Management. They explore their dynamic partnership and the importance of principled relationships in forming investment firms. The conversation dives into deep value investing, using GameStop and Abercrombie & Fitch as case studies, and highlights how company culture impacts investment decisions. Additionally, they share practical life lessons about independent thinking and recognizing opportunities.
On today’s Manager Meeting, Paul Black speaks to Ryan Batchelor. Paul is a popular past guest on the show and the Co-CEO of WCM Investment Management. Ryan is the Co-Founder and Portfolio Manager at Clifford Capital Partners, a $320 million value manager based in Alpine, Utah. Clifford employs a blend of core and deep value holdings selected through bottom-up research into sustainable wide moat businesses for core holdings and out of favor stocks for deep value holdings. The overlap of interest in moats led WCM to take an equity stake in Clifford three years ago. We’ll start with my chat with Paul about what led him to Ryan. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts
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