Trish and James Higgins of Chenmark Capital - Permanent Equity - [Invest Like the Best, EP.28]

Invest Like the Best with Patrick O'Shaughnessy

Colossus

Investing, Business, Technology

4.8 • 2.4K Ratings

🗓️ 14 March 2017

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guests this week are Trish and James Higgins, who run Chenmark Capital Management. In this episode we continue to explore a style of investing I call Permanent Equity. Returns in permanent equity come first from the ongoing cash flows of portfolio companies, not from reselling businesses down the line. The partners are Chenmark are pioneering this style of small business investing and share their experience with us thus far.

For comprehensive show notes on this episode go to http://investorfieldguide.com/chenmark

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

Follow Patrick on twitter at @patrick_oshag

Transcript

Click on a timestamp to play from that location

0:00.0	This podcast is sponsored by CFA Institute,
0:02.4	the global association of investment professionals
0:04.8	whose mission is to lead the investment profession
0:06.9	by promoting the highest standards of ethics,
0:09.1	education, and professional excellence
0:10.9	for the ultimate benefit of society.
0:13.0	CFA Institute serves a global community
0:15.0	of investment professionals,
0:16.5	working to build an investment industry
0:18.2	where investors' interests come first,
0:20.2	financial markets function at their best,
0:22.3	and economies grow.
0:23.8	The chartered financial analyst credential
0:25.5	is the most respected and recognized investment management
0:28.4	designation in the world.
0:30.1	The views expressed in this podcast
0:31.7	do not necessarily represent the views of CFA Institute.
0:38.8	Hello and welcome everyone.
0:40.2	I'm Patrick O'Shanasi and this is Invest Like The Best.
0:43.2	This show is an open-ended exploration
0:45.0	of markets, ideas, methods, stories,
0:47.8	and of strategies that will help you better invest
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Colossus, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Colossus and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.