MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 18 August 2022
⏱️ 64 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.6 | Everybody talks about, well, we invest in quality companies and we only look at quality. |
| 0:07.8 | And, you know, we do too, and we've said that. |
| 0:10.3 | But over the years, we sort of asked ourselves, what constitutes quality and why? |
| 0:16.5 | And so we've come up with these six attributes that go into the Quad Framework. |
| 0:20.3 | And I'll just |
| 0:21.1 | briefly run through them. |
| 0:25.6 | On today's episode, I'm joined by Drew White's and Barton Hooper from White's Investment |
| 0:30.6 | Management. Drew is a portfolio manager, and Barton is the Director of Equity Research |
| 0:36.2 | at White's. |
| 0:37.5 | White's has $4 billion in assets under management, and the firm manages four equity funds, |
| 0:43.3 | for fixed income funds, and an asset allocation fund. |
| 0:46.8 | During this episode, I chat with Drew and Barton about White's overall investment strategy, |
| 0:51.2 | which largely focuses on finding quality companies for a discount. |
| 0:55.0 | And we talk about what specific factors they look for when trying to find these quality |
| 0:58.9 | companies to invest in. |
| 1:00.7 | We also cover why they focus more on what a business is worth based on its future cash flows |
| 1:05.5 | instead of its current multiple, what discount rate they use when projecting cash flows, |
| 1:10.2 | as well as their thoughts on a number |
| 1:11.9 | of companies such as Google, Facebook, Amazon, Liberty Broadband, and Accenture. With that, I really |
| 1:18.5 | hope you enjoy today's conversation with Drew White's and Barton Hooper. You're listening to |
| 1:23.9 | Millennial Investing by the Investors Podcast Network, where your hosts, Robert Leonard |
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