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Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
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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