Capital Employed FM #60

The Advantage of Time

A conversation with Christopher Godfrey

For this episode we had the pleasure of being joined by Christopher Godfrey, Founder and Portfolio Manager of Headwaters Capital Management.

Headwaters Capital Management is an actively managed, concentrated investment strategy focused on small and mid capitalization stocks.

In this episode we discuss...

* How Chris got started in investing.

* The philosophy behind Headwaters Capital.

* How he generates ideas.

* What type of businesses Chris likes to invest in.

* Two US stocks Chris is bullish on for the long term.

More information about Christopher and his firm can be found at headwaterscapmgmt.com

—

Hosted by Jon Kingston

twitter.com/equitybaron

—

Support The Show

If you enjoy the podcast you can help support the show by doing the following:Join our YouTube Channel.

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.

Get full access to Capital Employed at www.capitalemployed.com/subscribe