Chris Waller of Plural Investing (www.pluralinvesting.com/) joined us for the first time. In this interview, you can learn more about his fund and his investment strategy.
We have discussed the following:
00:00 Introduction to Chris Waller
01:30 Investments Chris Waller is excited about
05:20 What is his strategy?
07:30 Chris Waller's circle of competence
10:12 Reflecting on Naked Wines
12:45 Finding industry experts
14:38 When to stay away from investing
17:00 Governance
21:20 Terravest investment case
27:56 Terravest's holding period
31:00 Potential risks with Terravest
33:00 Why Chris became a fund manager
36:52 Check out GI Plus
37:30 Value Investing
39:00 The competitive edge of Chris as a fund manager
41:30 Portfolio construction
44:20 Closing thoughts
45:50 Thank you
46:10 Disclaimer
#goodinvesting #emergingmanagers #fundmanagers
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