The Meb Faber Show

Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price | #372

Informações:

Sinopse

In episode 372, we welcome our guest Chas Cocke, founder of LB Partners and previously one of the founding partners of Investure, a firm that started the outsourced CIO model that’s popular today. In today’s episode, we begin by discussing Chas’ time at Investure and what it was like to work with the top money managers in the world. He covers some trends he sees in the institutional and hedge fund space around both fees and the convergence of public and private markets. Then we get into Chas’ newest venture, which, as he puts it, will invest in anything, anywhere, unconstrained. We get into its unique structure and talk some of the areas he’s already put money to work. We even discuss his partnership with this coming Wednesday’s guest to launch the IO Digital Infrastructure ETF, ticker BYTE. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode