Small daily improvements create an edge in managing money. In today’s episode, Jeremy Kokemor joins the show to discuss long-term investing in high-conviction public stock portfolios. We explore how Jeremy's childhood experiences shaped his investing philosophy, the benefits of thinking like a business owner, and how continuous learning and self-improvement pay dividends in long-term investing.
Jeremy Kokemor founded Right Tail Capital: a concentrated, fundamental equity investment firm based in Richmond, Virginia. Jeremy loves helping people with their investments through owning high-quality, under-valued companies for the long term. Jeremy grew up in New Orleans, Louisiana prior to attending the University of Virginia and Harvard Business School. He then worked with several fantastic investors at global mutual fund company T. Rowe Price before managing concentrated portfolios at Private Advisors and Thompson, Siegel & Walmsley
[00:00 - 09:49] - Early Life Lessons in Investing
- Parents' divorce and family financial struggles showed the value of education and hard work
- Worked jobs throughout childhood and adolescence to pay for school
- Jeremy’s grandfather introduced concepts of investing through his stock portfolio
- Joined respected investment management company T. Rowe Price out of business school
[09:50 - 21:19] - Jeremy on Launching His Own Fund
- The critical factor was the support of his wife and three kids at home
- Having the right mix of investing experience and energy in his career
- Named fund "Right Tail Capital" to represent excellent returns and focus on high quality
- Focuses on higher quality businesses, strong management, durable compounders
[21:20 - 29:49] - Thoughts on Current Investment Strategy
- Always be aware of the status of the macro environment
- Keep an eye out for great investment opportunities - they are always there
- Creating the environment to produce great investment results
[29:50 - 35:41] - Questions to Ask Yourself for Better Investing
- What type of investing feels comfortable to you?
- How do you and your investment manager align?
Key Quote:
"I'm always trying to get a little bit better. And that could pertain to a lot of different things." - Jeremy Kokemor
Connect with Jeremy Kokemor!
Website: https://www.righttailcapital.com/
LinkedIn: https://www.linkedin.com/in/jeremy-kokemor-righttailcapital/
This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me:
https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)
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