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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.
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Wednesday Oct 11, 2023
Wednesday Oct 11, 2023
My guest on the show today is Tyler Hardt, the Senior Portfolio Manager at Seagate Capital Management. After spending about 9 years at Artisan Partners, Tyler decided to go out on his own and start his own firm in 2018. Tyler is an unabashed value investor who even wrote a book called, Value Investing: A Disciplined Framework. In this insightful conversation, we discussed:
- The founding story of Seagate Capital and why Tyler felt like he was ready to be an entrepreneur;
- How Tyler finds companies that both have sustainable competitive advantages and trade at reasonable valuations;
- Why he decided to write a book about value investing;
- What he learned about himself as an investor during a very difficult environment in 2020; and
- The guardrails he has put in place to help prevent his strategy from losing money.
For more information about Seagate Capital Management (formerly Pelican Bay Capital Management), please visit: https://pelicanbaycap.com/
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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.