.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
YOU NEEDN'T HOLD YOUR STOCK WINNERS
The language of the Burns-Dickson dispute was new, but not the rivalry. Baillie Gifford buys growth stocks--in recent years scoring big with its Tesla (TSLA) position--while Albert Bridge prefers value stocks. Consequently, Baillie Gifford resists selling equities because they have become costly, while Albert Bridge suggests doing so.
Read more
BEHAVIORAL ECONOMICS' LATEST BIAS
“People are now talking about behavioral finance so much, and a lot of them are relatively new to it, they almost want to start looking as if there’s definitely going to be a bias here,” said Dickson, who declined to comment for this story. “You’re biased to find a bias.”
Read more
AA’s BIGGEST SHAREHOLDER REJECTS 'DERISORY' OFFER
The AA’s largest shareholder has urged its fellow investors in the British roadside recovery group to reject a takeover bid from a consortium of private equity firms unless the offer is improved.
Read more
AA’s BIGGEST SHAREHOLDER SETS UP ROADBLOCK TO BUY-OUT WITH OBJECTION TO "DERISORY' OFFER
The AA’s board needs 75pc shareholder approval, meaning Albert Bridge Capital's 20pc stake is almost enough to block the deal
Read more
