
The Confidence Checklist with Corey Henegar and Jeff Fahrenbruch, Co-Portfolio Managers at Oakview Capital Management
E59
Episode Description
My guests on the show today are Corey Henegar and Jeff Fahrenbruch, the co-portfolio managers at Oakview Capital. Oakview is an SEC-registered, Dallas-based investment firm that was started in 2010. Jeff and Corey bring a unique lens into value investing and I enjoyed talking to them about:
- How decisions are made at Oakview given the co-PM structure;
- The types of companies they look to invest in;
- Portfolio construction, including position sizing;
- How they use checklists within their process; and
- Some of the unique metrics they use to determine business quality.
For more information about Oakview Capital Management, please visit: https://www.oakviewcm.com/
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