Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price | #372

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 29 November 2021

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 372, we welcome our guest Chas Cocke, founder of LB Partners and previously one of the founding partners of Investure, a firm that started the outsourced CIO model that’s popular today. In today’s episode, we begin by discussing Chas’ time at Investure and what it was like to work with the top money managers in the world. He covers some trends he sees in the institutional and hedge fund space around both fees and the convergence of public and private markets. Then we get into Chas’ newest venture, which, as he puts it, will invest in anything, anywhere, unconstrained. We get into its unique structure and talk some of the areas he’s already put money to work. We even discuss his partnership with this coming Wednesday’s guest to launch the IO Digital Infrastructure ETF, ticker BYTE. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Public.com. Public.com is an investing platform that helps people become better investors. On Public, ownership unlocks an experience of content and education, contextual to your portfolio, created by a million+ strong community of investors, creators and analysts. Start investing with as little as $1 and get a free slice of stock up to $50 when you sign up today at public.com/faber. Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Meck Baber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:36.4	What's up everybody?
0:40.6	Today we have one of the best shows of the year with one of my oldest friends in our industry.
0:44.4	Our guest is the founder of LB Partners, a firm he started last year to invest over a generational horizon.
0:50.8	He was previously one of the founding partners of Investure, a firm that started the
0:54.5	outsourced CIO model that's popular today.
0:57.5	And today's show, our guest begins by discussing his time at Investure, what was like to work with some of the top
1:02.1	money managers in the world. He covers the top money managers in the world.
1:03.6	He covers some trends he sees in the institutional and hedge fund space around both fees and
1:07.6	convergence of public and private markets.
1:09.8	Then we get into his newest venture, which, as he puts it, will invest in anything, anywhere unconstrained.
1:15.7	We get into its unique structure and talk some of the areas he's already put money to work.
1:19.8	We even discuss his partnership with an upcoming guest to talk the I.O. Digital Infrastructure ETF, ticker symbol bite.
1:26.0	This episode is brought to you by 10 East. Long time listeners know I've invested in private markets quite a bit myself, but with access to these markets
	...

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