Diego Milano: Quercus Fund, Deep Value Investing, Kazakhstan, China, and more | ValueHunt #20
valuehunt1.substack.com
β’ π Insights into investing in developing markets from a Brazilian fund manager's perspective β’ π How an engineering background can be applied to investing strategies β’ πΌ The challenges and opportunities of launching and managing a fund in Portugal β’ π‘ Diego's unique investment philosophy and approach to building conviction β’ π The importance of valuation in stock selection and portfolio management β’ π§ Strategies for managing emotions and psychological aspects of investing β’ π’ A deeper look into investing in holding companies and their potential value β’ π How to measure performance and stay true to your strategy during periods of underperformance β’ π A peek into some of Quercus Fund's positions, including Tianjin Development Holdings β’ π§ Tips on tuning out market noise and investing as a "single-player sport" β’ πͺ Advice for young professionals entering the finance world and maintaining humility in the industry β’ π Practical strategies for avoiding common psychological pitfalls and being controlled by emotion Connect with me :) Linkedin - https://www.linkedin.com/in/david-barbato/ Twitter - https://twitter.com/ghrxcutvjb Substack - https://valuehunt1.substack.com Spotify -
Diego Milano: Quercus Fund, Deep Value Investing, Kazakhstan, China, and more | ValueHunt #20
Diego Milano: Quercus Fund, Deep Valueβ¦
Diego Milano: Quercus Fund, Deep Value Investing, Kazakhstan, China, and more | ValueHunt #20
β’ π Insights into investing in developing markets from a Brazilian fund manager's perspective β’ π How an engineering background can be applied to investing strategies β’ πΌ The challenges and opportunities of launching and managing a fund in Portugal β’ π‘ Diego's unique investment philosophy and approach to building conviction β’ π The importance of valuation in stock selection and portfolio management β’ π§ Strategies for managing emotions and psychological aspects of investing β’ π’ A deeper look into investing in holding companies and their potential value β’ π How to measure performance and stay true to your strategy during periods of underperformance β’ π A peek into some of Quercus Fund's positions, including Tianjin Development Holdings β’ π§ Tips on tuning out market noise and investing as a "single-player sport" β’ πͺ Advice for young professionals entering the finance world and maintaining humility in the industry β’ π Practical strategies for avoiding common psychological pitfalls and being controlled by emotion Connect with me :) Linkedin - https://www.linkedin.com/in/david-barbato/ Twitter - https://twitter.com/ghrxcutvjb Substack - https://valuehunt1.substack.com Spotify -