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Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
Episodes
Thursday Sep 12, 2024
Thursday Sep 12, 2024
My guest on the show today is Jim Edwards, the founder and managing partner of Maestria Partners. Jim spent a number of years working for big university endowments until launching Maestria in 2023. Jim is a fundamental investor at heart who thought deeply about how to differentiate his firm before going out on his own. In this wide-ranging conversation, we discussed:
- Jim’s journey from the allocator world to launching his own investment firm;
- What he learned about differentiation and best practices during his time as an allocator;
- The types of business models he gravitates toward;
- His approach to valuing companies that the market already has a deep appreciation for; and
- Why he has chosen to run a pretty concentrated portfolio
For more information about Maestria Partners, please visit: https://maestriapartners.com/
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.