Andrew Brenton (Turtle Creek) - A Different Kind Of Value Investing
Andrew Brenton co-founded Turtle Creek, a Toronto-based asset manager, in the late 1990s. Since its inception, Turtle Creek has delivered outstanding returns by investing in mid-sized companies in the US and Canada. We discuss Andrew's formative experiences and evolution from private to public market investor, as well as the team's focus on unique companies and exceptional operators. We also talk about the emphasis Turtle Creek place on continuous portfolio optimisation, and...