Heads we win, tails we don't lose too much

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1. How do you run a global fund with a team of three people?

2. How do you decide which companies you are interested in?

3. How do you decide when a stock is cheap enough to invest in? How do you define cheap?

4. Are you biased towards any geographies or sectors?

Video transcript

1. How do you run a global fund with a team of three people?

2. How do you decide which companies you are interested in?

3. How do you decide when a stock is cheap enough to invest in? How do you define cheap?

4. Are you biased towards any geographies or sectors?

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