Christina Malbon joined Elana Margulies-Snyderman, on the “Engaging Alternatives Spotlight” podcast to share her outlook for value investing, its opportunities and challenges.
At Patient Capital we are next generation value investors. We like to think about value differently. Hear about how we break down value into three buckets: Classic Value, Attractively Priced Compounders, and Early-Stage Companies. Learn why we think cyclicals are particularly attractive and how we focus on building diverse teams and investments.
In this interview, Christina Malbon candidly discusses her opinion on the market, stocks, and sectors that may have, at the time of the interview, been held in the Firm's strategies. This opinion is current as of the date of this interview but is subject to change. The information presented should not be considered a recommendation to purchase or sell any security and should not be relied upon as investment advice. The information contained in the interview is not guaranteed as to its accuracy or completeness. Portfolio composition is subject to change without notice.
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. ANY INVESTMENT INVOLVES RISK OF LOSS, AND MAY RESULT IN A TOTAL LOSS OF INVESTMENT.
Certain statements included in this presentation, are forward-looking statements within the meaning of the relevant securities laws and are subject to numerous known and unknown risks and uncertainties. The factors discussed could cause actual results and developments to be materially different from those expressed in or implied by such forward-looking statements. Forward-looking statements generally include the use of words such as "believes," "intends," "expects," "anticipated," "plans," and similar expressions. Undue reliance should not be placed on these forward-looking statements. Actual results could differ materially from those expressed or implied in the forward-looking statements for many reasons, including the risks described herein and the Offering Documents. Such statements relate only to events as of the date on which the statements are made and there can be no assurance that future results, levels of activity, performance, or actual achievements will meet these expectations.
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