HFA Icon

Geoff Gannon: Venturing In Areas Other Value Investors Don’t

HFA Padded
Jacob Wolinsky
Published on
Sign up for our E-mail List and Get FREE Access to Exclusive Investment E-books and More!

ValueWalk's Raul Panganiban interviews Geoff Gannon, the portfolio manager at Focused Compounding Capital Management and co-hosts the Focused Compounding Podcast with Andrew Kuhn. In this interview, Geoff discusses if he generalizes or specializes in any industry, going to the areas that other value investors dont, focused investing in stocks, his views on holding cash, his response to if someone says holding 6 to 8 is too risky, and his sell process.

Q2 hedge fund letters, conference, scoops etc

Journey
JanBaby / Pixabay

All right. Yeah. And so you cover like a wider array...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article
Already a member? Log in here
HFA Padded

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid