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Drew Dickson is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds, where he manages $350 million in European equities.
Our conversation covers Drew’s early career across the Chicago school, Fidelity and Och-Ziff, and his perch in Europe.
We then go through Albert Bridge’s investment process, portfolio construction, assessment of risk-reward, and client communication through blogging and tweeting.
All told, Drew offers a deep dive on how to blend fundamental research and behavioural finance in taking on the stock market
https://capitalallocatorspodcast.com/2019/11/24/albert-bridge-capital/
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