It was our pleasure to welcome Theron de Ris of Sorengo Partners (https://www.sorengopartners.com/) as a first-time guest on Good Investing Talks!
We have discussed the following:
00:00 Preview for the episode
00:40 Introducing Theron de Ris
03:03 The early impressions
04:50 Understanding Eschler
07:12 What Sorengo Partners stands for
09:40 The investing philosophy of Sorengo Partners
16:42 Typical investment cases
21:52 Check out GI Plus
22:30 Special situations
25:15 The research process
27:30 Changes over the past 5 years
29:00 Theron de Ris on identifying the steps in the cycle
31:30 Larger holdings in the fund
32:40 Jet2Airways
39:45 Patience
41:00 Learnings from helping fund managers
42:30 Things that can go wrong
44:00 Why did you start a fund, Theron de Ris?
47:00 Theron’s competitive advantage as a fund manager
48:00 Portfolio construction
51:50 Closing thoughts
52:10 Thank you
52:22 Disclaimer
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