Expert: Thomas Valenzuela - Building a concentrated portfolio of long-term compounders | Stewart Asset Management

Equity Mates Investing Podcast · Mar 23, 2022 · 45m

Thomas Valenzuela is the Chief Investment Officer for Stewart Asset Management, a New York based asset manager that aims to compound client capital through a concentrated portfolio of quality US equities. Over the past 5 years, Stewart Asset Management has returned 23% per year compared to 17% for the S&P 500 total return. Thomas has worked in financial markets for over 40 years and brings a wealth of experience and knowledge about the current market status to this conversation today.

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Calling all bulls, bears and party animals. The market’s closed and the bar is open. Come and trade…