![]() ![]() From time to time we also short poorly managed businesses in over-capitalized industries. ![]() We’re currently finding mispricings in capital-starved, cyclical industries. We focus on investing in well-managed businesses at statistically cheap valuations. For the past 6 years, I’ve been running my own independent fund at Eschler Asset Management LLP. The second half of my career since early 2008 has been on the buy-side, first as a senior analyst and in client services at Indus Capital, a $6bn Asia-focused long-short and long-only boutique. Latterly, in the mid-2000s, I ran an advisory team in London at which time I also caught the investing bug as I was meeting all these fascinating investors and traveling each year to the Berkshire Hathaway annual shareholders meeting.” I spent a lot of time in Italy covering institutional investors with a focus on U.S. The first half was on the sell-side at Goldman Sachs and then Morgan Stanley. but have spent the past 24 years in Europe – my whole professional career. Briefly introduce yourself and your fund: This week we are delighted to feature Theron de Ris, founder of London-based Eschler Asset Management, to the spotlight. Since our main value proposition is to help you market your funds in a modern and compliant way, we want to start using our communication and PR tools to support you even more. Edgefolio has decided to start an initiative that will feature some of you in a series of interviews. It will be known as: “Edgefolio Spotlight”. ![]()
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