Rob Vinall of RV Capital (https://www.rvcapital.ch) performed with 18,5% return per annum since 2008. We had the opportunity to talk to him in Switzerland in March.
At 01:16 Rob explains us how a typical year of him looks like
At 02:37 he also explains his “opportunistic” approach
At 03:08 we discuss how the inflow of money and the growth of assets under management has changed his approach
At 05:38 we ask: Are there limits through the amount of capital he has under management?
At 06:23 how Rob Vinall deals with mistakes
At 08:25 Rob explains what he defines as a mistake
At 09:28 we discuss the former investments Novo Nordisk and Baidu
At 12:07 we talk about Chinese internet stocks
At 13:18 Our conversation on the importance of management started
At 14:48 we are discussing factors for the trustworthiness of management
At 16:00 Rob Vinall explains how he filters out managers he trusts
At 17:22 we talk about positive surprises with management on the example of Grenke
At 19:13 and 20:07 we discuss other examples of good managers
At 20:43 we started to talk about corporate culture
At 21:56 we discussed the management and culture of Facebook
At 24:34 we talk about the role of reflexivity in his process
