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Logos LP’s Peter Mantas And Matthew Castel: Fishing Ponds And Finding Compounders

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Jacob Wolinsky
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Part one of our interview with Peter Mantas and Matthew Castel, the General Partners of Logos LP. In this part they talk about their investment approach and philosophy, screening process and how they manage risk.

See part two here.

Q1 hedge fund letters, conference, scoops etc

Fishing Pond
flodambricourt / Pixabay

Peter Mantas and Matthew Castel, General Partners of Logos LP

Raul: Good morning, podcast listeners. Today is a very special episode with Peter Mantas and Matthew Castel, general partners of Logos LP. Peter has various business and financial experiences, some of these are senior managerial roles at large information service and enterprise technology companies, to...

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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