#18 - Sebastian Evans - Concentration

46:03
 
Share
 

Manage episode 227295851 series 2437982
By Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio streamed directly from their servers.
Sebastian Evans is the Managing Director and Chief Investment Officer of NAOS asset management. Sebastian spends most of his time sifting through the smallest companies on the stock market and, when he finds the right opportunity, is willing to take a very big stake and hold the shares for many years. Sebastian takes us through what he looks for in businesses and management teams, the benefits of running listed investment companies, tricks and traps for small company investing, his favourite podcasts, and we talk about passive investing in small caps. My favourite story is him asking friends and family for some help to buy NAOS, a decision which set him on a path to becoming one of Australia's most respected small company investors. Sebastian doesn't like the spotlight much, so I was thrilled he decided to join me for this chat. Considering he is in his early 30's, I was impressed with his level of insight, but also his transparency and humility. I think you'll enjoy this conversation with Sebastian Evans of NAOS.

30 episodes available. A new episode about every 12 days averaging 54 mins duration .