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
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Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour. https://www.ft.com/content/485109f3-9118-4d75-a202-58bd2b89da45 In order to make money in the stock market, you have to anticipate fundamental developments that exceed those already implicitly baked into the share price. Despite the stock’s fall from grace, I’m afraid that many Tesla shareholders still don’t understand that. In our view, it is going to take a miracle for Tesla shareholders to avoid more pain.
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