Capital Employed Podcast #54
Long Gold and Italy
A Conversation with Theron de Ris
For this episode we had the pleasure of welcoming back to the show Theron de Ris, who is the founder and manager of Eschler Asset Management, based in London.
Eschler Asset Management is an independent investment practice modelled on the original Buffett Partnership.
In this episode Theron discusses how his fund has performed so far this year, why he’s still bullish on gold, and two stocks he’s recently added to the portfolio.
Stocks mentioned
Agnico Eagle Mines (AEM)
Anima Holding Spa (ANIM)
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Disclaimer
This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.
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