Podcast Interview: Lawrence Hamtil & Tobias Carlisle Discuss Sectors, Countries, and Growth vs Value

I wanted to share with you an interview I did with Tobias Carlisle of the Acquirer’s Funds and the Acquirer’s Multiple.  In the interview, Toby and I discuss how sector concentration explains a lot of the divergence in growth versus value performance, as well as inter-country equity market returns.

Here’s the link on YouTube:

 

If you prefer to download and listen on the go, the link is here:

https://podcasts.apple.com/us/podcast/the-acquirers-podcast/id1454112457?i=1000452255684