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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 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/0e7f6374-3fd5-46ce-a538-e4b0b8b6e6cd Big Tech stocks have sold off heavily after the companies unveiled plans to spend $660bn this year on AI, as investors fret that the “breathtaking” capital expenditures are outpacing the earnings potential of the new technology.
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