Cultivating Independent Thought (w./ Mark Walker)

Capital Employed FM

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3+ y ago 24:15

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Joining us for this episode was Mark Walker from Tollymore Investment Partners.

Mark manages a concentrated portfolio of only 12-15 positions.

Since launching the fund in 2016, until the end of 2020, Tollymore has generated a return of 28% per annum net of all fees and expenses.

In this episode Mark talks about his investment style and philosophy, as well as two companies he thinks have great long term potential.

Stayed tuned until the end where Mark discusses a book he recently enjoyed.

Hosted by Jon Kingston

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