20% returns annually over 21 years: What is Turtle Creek's secret sauce? Andrew Brenton explains it

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Күн бұрын

In this presentation, Value Investor Andrew Brenton (Turtle Creek) is talking about the companies' investing approach and gives examples.
Here is a transcript of this talk: www.good-investing.net/2022/0...
Andrew addressed the following topics:
00:00 Introduction
00:07 About Turtle Creek Asset Management
03:24 Founding partners of Turtle Creek Asset Management
05:18 A different kind of Value Investing
13:14 Investment process examples
19:15 Lower risk can lead to higher returns
20:43 Investor communications @ Turtle Creek Asset Management
24:43 Questions
This presentation was recorded at 06. November 2019 during the International Value Investing Conference.
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Пікірлер: 20

@GoodInvestingTalks 2 жыл бұрын

Here is a transcript of this talk: www.good-investing.net/2022/05/24/andrew-brenton-turtle-creek-asset-management/

@buffetariano6199 Жыл бұрын

this guy is completely underrated

@TheWeastBeast Жыл бұрын

might be the best relatively public investment firm around right now

@alexisgc19 2 жыл бұрын

Fantastic!! thanks for this excellent content

@sernilbt486 4 жыл бұрын

amazing content!

@ghalibkhan80 3 жыл бұрын

very interesting concept of buy and trim overtime vs. the traditional buy and hold...

@pokerrich9 5 ай бұрын

Only works if you buy better

@jacobdavidgolden862 4 ай бұрын

@@pokerrich9he addressed that in the video and that isn’t true. If what you sold for had a better return then that is how it works.

@ManuMB_ 2 жыл бұрын

Just amazing

@blek99 2 ай бұрын

Hi, could you tell us where (what event) this session was recorded? Great talk btw.

@GoodInvestingTalks 2 ай бұрын

In Luxemburg in 2019.

@hosseinkhodaparast2923 6 ай бұрын

Just a question: What percent of their portfolio is cash?

@GoodInvestingTalks 6 ай бұрын

Hard to answer. But I would say it depends on the market valuations 😅.

@stevenbond4637 Ай бұрын

looking at other of their interviews, their cash seems to be something like 5% ish. If the market is cheap it could be 0% cash, around 2000 before they crash stuff was too dear for them so they had about 30% cash, but typically they seem to keep about 5% cash, even less. They are usually selling something going up to buy something else going down. When everything drops 10% they don't do much cause they don't have too much cash about, the aim is zero cash, but they can't do it unless they think they are getting a 15% return of so on something

@soycristinavaldivieso 2 жыл бұрын

como se puede invertir en ese fondo_¿?

@GoodInvestingTalks 2 жыл бұрын

You should message them: www.turtlecreek.ca/

@neckbone6976 6 ай бұрын

Utter waste of 30mins.

@GoodInvestingTalks 6 ай бұрын

Why?

@neckbone6976 6 ай бұрын

@@GoodInvestingTalks like watching a politician say nothing

@stevenbond4637 Ай бұрын

@@neckbone6976 this lad is getting 20% returns for a decades with low risk, he's one of the best investors in the world, the strategy is really brilliant, I think, but each to their own