Capital Employed FM

Dec 02 2024 64 ep. 21 mins 53

Capital Employed FM Podcast artwork

Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.

Copy RSS

Subscribe on Podcast Addict

Focus Capital Management Q3 2024 Letter (The Value of Concentration)

Dec 02 2024 19 mins

For this episode we read the Focus Capital Management - Q3 2024 Letter.The letter discusses...Fund performancePortfolio commentaryThe value of concentrationIf you enjoyed this episode please leave a review on your podcast player.Or simply share the episode with your investing friends.Thanks for listening.--->NEWSLETTERJoin the newsletter to read interviews with fund managers who

Greystone Capital Management - Q3 2024 Letter

Nov 02 2024 29 mins

For this episode we read the Greystone Capital Management - Q3 2024 Letter.The letter discusses...Fund performancePortfolio commentaryThesis for investing in Leon’s Furniture Limited Broad market commentary If you enjoyed this episode please leave a review on your podcast player.Or simply share the episode with your investing friends.Thanks for listening.--->NEWSLETTERJoin the

Alluvial Fund - Letter to Limited Partners Third Quarter 2024

Oct 31 2024 22 mins

For this episode we read the Alluvial Fund - Letter to Limited Partners Third Quarter 2024.The letter discusses...Fund performanceTwo new holdingsCurrent holdings updatesPortfolio ThemesIf you enjoyed this episode please leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening.--->NEWSLETTERJoin the newsletter to read i

Massif Capital - 3rd Quarter 2024 Letter to Investors

Oct 30 2024 37 mins

For this episode we read the Massif Capital - 3rd Quarter 2024 Letter to Investors.The letter discusses...Massif Capital Real Assets Strategy 3Q 2024 performance.China's Economic Slowdown Impact.Key Positions in Siemens Energy and Alphamin.Tail-Risk Hedge and Strategic Caution.If you enjoyed this episode please leave a review on your podcast player.Or simply share the episode with

The Advantage of Time with Christopher Godfrey

Jan 31 2023 25 mins

For this episode we had the pleasure of being joined by Christopher Godfrey, Founder and Portfolio Manager of Headwaters Capital Management.

Acquiring Profitable Online Businesses (w./ Dom Wells)

Jan 05 2023 28 mins

For this episode we had the pleasure of being joined by Dominic Wells, Founder and CEO of Onfolio Holdings Inc. $ONFO

Narrative Shifts with Adam Rackley

Sep 21 2022 28 mins

For this episode we had the pleasure of being joined by Adam Rackley from Cape Wrath Capital. Adam is a traditional value investor who seeks opportunities where other investors have over-reacted to events and valuations no longer reflect fundamentals.

Making Big Gains In Bear Markets (w./ Christian Putz)

Sep 08 2022 26 mins

For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique.

High Quality Dividend Growers (w./ John Kingham)

Jul 13 2022 32 mins

For this episode we had the pleasure of being joined by John Kingham, a private investor and author based in the UK.

Patience Is Key with Harry Walsh

Jun 16 2022 23 mins

For this episode we had the pleasure of being joined by Harry Walsh, who is the Investment Director at Tyndall Investment Management, based in London.