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What a fund manager thinks about transportation w/ Seth Holm

What a fund manager thinks about transportation w/ Seth Holm

Update: 2025-05-08
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West Brow Capital founder and portfolio manager Seth Holm runs a fund focused on global transportation. In this episode recorded on April 8, Seth sits down with JP Hampstead and runs through his view of the transportation industry, mode by mode—where he's long and short.

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What a fund manager thinks about transportation w/ Seth Holm

What a fund manager thinks about transportation w/ Seth Holm

Craig Fuller, JP Hampstead, FreightWaves