Investment strategies that achieve exceptional results over time stand out.
The main fund of Donville Kent Asset Management does that. An annualized return since inception in 2008 of nearly 18 per cent. How do they do it?
We sit down with Jason Donville, and Jesse Gamble, Donville’s Munger to Gamble’s Buffett.
The President & CEO, and Senior VP & Portfolio Manager of the firm, take us through their math-based process, explain why technology companies often pop up on their radar, and tell us why it’s all about return on equity.