Boyle Capital On Portfolio Construction [Part One]
This is part one of a three-part interview with Brian Boyle, the founder and portfolio manager of Boyle Capital. The interview is part of ValueWalk’s Value Fund Interview Series.
Throughout this series, we are publishing weekly interviews value-oriented hedge fund, and asset managers. All the past interviews in the series can be found here.
Boyle Capital was founded back in 2004 and currently manages around $200 million in client accounts. The firm hunts for value using a traditional, concentrated value approach with the margin of safety principle at its core.
I spoke with Boyle two weeks ago he was kind enough to answer some questions for ValueWalk about his investment style and some of the...
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