61 min listen
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
FromCapital Allocators – Inside the Institutional Investment Industry
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
50 minutes
Released:
Mar 18, 2024
Format:
Podcast episode
Description
Jonathan Tepper is the CIO of Prevatt Capital, a $450 million long only firm he founded in 2020 that takes a quality and value approach to own a concentrated portfolio of global monopolies. He is also the author of The Myth of Capitalism, a book we discussed alongside his career path on the show five years ago. That conversation is replayed in the feed. Our conversation this time around bookends our prior discussion, covering Jonathan’s unique upbringing and education on one end and his creation of Prevatt Capital to apply the lessons from The Myth of Capitalism on the other. As a disclaimer, I so took to Jonathan when we first met that I’ve been an advisor to him and Prevatt Capital since launch and am an investor in the strategy. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Released:
Mar 18, 2024
Format:
Podcast episode
Titles in the series (100)
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04): My guest on today’s show is Tom Lenehan, the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management of the University’s $2B endowment. Rockefeller University is a unique duck – with a focused mission of im by Capital Allocators – Inside the Institutional Investment Industry