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Andrew Hollingworth on Investing in Mavericks

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Manage episode 342673975 series 3000801
Content provided by Jeremy McKeown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeremy McKeown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Andrew Hollingworth of Holland Advisors discusses what he looks for in the maverick owner managers he invests in. He talks about what he chose to back Mike Ashley of Sports Direct, now Frasers and how he thinks about capital allocation and governance issues. He also runs through his investment thesis on JD Wetherspoon, and other owner-managed scale economy shared businesses like RyanAir and Charles Schwab. Andrew is the fund manager of the VT Holland Advisors Equity Fund. This episode is produced in conjunction with Progressive Equity Research, offering objective analysis and access to company management teams across every market sector.

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57 episodes

Artwork
iconShare
 
Manage episode 342673975 series 3000801
Content provided by Jeremy McKeown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeremy McKeown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Andrew Hollingworth of Holland Advisors discusses what he looks for in the maverick owner managers he invests in. He talks about what he chose to back Mike Ashley of Sports Direct, now Frasers and how he thinks about capital allocation and governance issues. He also runs through his investment thesis on JD Wetherspoon, and other owner-managed scale economy shared businesses like RyanAir and Charles Schwab. Andrew is the fund manager of the VT Holland Advisors Equity Fund. This episode is produced in conjunction with Progressive Equity Research, offering objective analysis and access to company management teams across every market sector.

  continue reading

57 episodes

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