Sep 16, 2021
On today’s Manager Meeting, Paul Black speaks to Ryan
Batchelor. Paul is a popular past guest on the show and the
Co-CEO of WCM Investment Management. Ryan is the Co-Founder
and Portfolio Manager at Clifford Capital Partners, a $320 million
value manager based in Alpine, Utah.
Clifford employs a blend of core and deep value holdings
selected through bottom-up research into sustainable wide moat
businesses for core holdings and out of favor stocks for deep value
holdings. The overlap of interest in moats led WCM to take an
equity stake in Clifford three years ago.
We’ll start with my chat with Paul about what led him to
Ryan.
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Learn More
Subscribe: Apple | Spotify | Google
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Read the transcripts