For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique.
Their goal is to generate attractive returns over the long run by outperforming during market downturns whilst maintaining strong performance during market rallies.
In this episode Christian discusses...
- How his love of investing started in his youth by turning 5k into 100k.
- How the Russian bear market of 2011-15 shaped his investment approach.
- How he structures his portfolio to benefit in bear markets.
- His thesis for investing in Daqo New Energy and Allkem.
More information about Christian and his firm can be found at arrinvestments.com
*Apologies for the sound quality in parts of this recording.
Hosted by Jon Kingston
https://twitter.com/equitybaron
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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
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