.png)
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 behavioral finance in taking on the stock market
You might Also Like
FAULT LINES IN US AND EUROPEAN EQUITIES AND BEHAVIORAL FINANCE
A discussion between Drew Dickson of Albert Bridge Capital and Morgan Housel of The Collaborative Fund; moderated by Jamie Catherwood of O'Shaughnessy Asset Management.
Read more
ON BEHAVIORAL FINANCE AND STOCK PICKING
Drew chats with Dr. Daniel Crosby about behavioral economics and stock-picking.
Read more
WHY EUROPEAN VALUE STOCKS MIGHT WIN
In a return to normalcy, Europe might have a lot of catching up to do – particularly some of the value stocks across the continent. For American investors that have previously been shunning European opportunities, this is something worth considering.
Read more
EUROPE'S COMPANIES LANGUISH IN THE SLOW LANE
US outperformance has been driven in part by global investors’ obsession with the growth stocks that dominate US indices. Europe, meanwhile, is weighted towards value stocks, or companies where profits or book values suggest that a higher share price is merited.
Read more
