In this podcast, Ted Seides of Capital Allocators interviews Bertie Thomson. They discuss the Global Focus strategy in detail, as well as Bertie’s experience in the industry and lessons learned as an investor. They also look back on the unforgettable year that was 2020 and cast an eye towards 2021.
Global Focus Strategy
A concentrated (10-15 companies) long-only, developed markets equity strategy. We believe that investing in a handful of companies with dominant business models and improving economics that are undervalued on free cash flow should generate attractive returns for our investors over the long term.
The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. There is a risk that some or all of the capital invested in any such securities may be lost. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.