Greg Dean discusses the Cambridge Global Asset Management division of CI Investments Inc. Mr. Dean describes his investment process as following the cash. He also spends a lot of time looking at a company’s business-model quality. Rather than focus on net income or earnings, Mr. Dean likes to analyze cash flow. This allows for a standard comparison across businesses and geographies, and less of a margin for error. He also likes management teams with a track record of strong capital allocation. He finds this process particularly helpful when investing in growth-oriented stocks.
Full interview available here.
Interview Highlights: Greg Estes of Intrepid Capital Management on Investing Strategies
January 25, 2017
Interview Highlights: Andrew Boord of Fenimore Asset Management on Investing Strategies
August 18, 2016
Interview Highlights: Chris Lagan and Todd Solomon of Congress Asset Management Company on Investing Strategies
August 31, 2016
Interview Highlights: Ken Ichikawa Siazon of Southeastern Asset Management on Investing Strategies
September 19, 2016
Interview Highlights: William H. Mann III of Motley Fool Asset Management on Investing Strategies
September 29, 2016
