Mineral Royalties and Asset Management (w./ Theron de Ris)

Capital Employed FM

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3+ y ago 17:49

MP3•Thuis aflevering

Joining us for this episode was Theron de Ris, Founder and Managing Partner of Eschler Asset Management.

Eschler takes a business-like approach to investment, deploying long-term capital into a small number of well-researched ideas.

In this episode Theron gives an overview of his investment style, and his thesis for investing in two companies, one in the mineral royalty space, and the other a value orientated asset management firm.

Keep listening to the end where Theron talks about a fictional book written by Doug Casey that he really enjoyed.

Hosted by Jon Kingston

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