Latest / Equity Mates Investing Podcast
Will Dowd - US, small caps, industrials: The 3 building blocks of a 30 year portfolio | Summer Series
Will Dowd is a partner and Portfolio Manager at Fairlight Asset Management.
Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.
In today's conversation with Will, we're unpacking:
Fairlight's investment philosophy and how they've built an enviable track record
Will's love (and we mean love) of under-studied industrial businesses that can quietly compound
Why Will focuses on small and mid caps
How Fairlight filter the universe to uncover interesting investment…
The skinny
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