Complexity investing simplified, with NZS Capital
Update: 2024-10-17
Description
Investing is complex. How best to simplify it? NZS Capital are a Denver, Colorado, based investment boutique who use lessons from the natural world to frame their investment process. In this episode, Adam chats with Brinton Johns and Jon Bathgate on why it's important not to make too many predictions, but to focus on businesses who are adaptable and create more value than they take. And why NZS structure their own portfolios to major on business who exhibit resiliency and optionality.
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