In a world awash with market data, an enduring way to create an edge is to travel. While getting out there and meeting with company management can deliver invaluable insights, meeting with the rest of the business ecosystem sharpens your edge further.
Marcus Bogdan, Chief Investment Officer at Blackmore Capital travels regularly for his investors and had just returned from the UK when we caught up. He told us that as well as meeting with companies of interest, he also gets in front of their competitors, consultants, and regulators to build a composite view of the industry.
In our discussion, Marcus outlines what he discovered about 3 ASX-listed companies on his most recent trip.
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Blackmore Capital's long-term outperformance backs up their belief that better risk-adjusted returns can be achieved through an active process of company and industry visits. Find out more here.