This podcast interviews Jason Donville and Jesse Gamble of Donville Kent Asset Management, a firm with a proven track record of outperforming the S&P 500 since 2008. The discussion covers their evolving investment process, focusing on metrics like the rule of 40 to identify undervalued growth stocks, their approach to portfolio concentration and position sizing, and their experiences navigating market downturns. They highlight the importance of consistent engagement, even during bear markets, and emphasize their focus on high-conviction investments in small-to-mid-cap companies. Specific examples include their long-term holding of Constellation Software and their rationale for not holding its spinoffs. The interview concludes with their perspective on the massive cash pile in money market funds and its potential impact on the equity market.
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