Sep 9 • 27M

Making Big Gains In Bear Markets

A conversation with Christian Putz

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Jon Kingston
We talk to renowned equity investors about their favorite stocks.
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Capital Employed Podcast #57

Making Big Gains In Bear Markets

A conversation with Christian Putz

For this episode we have the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners.

ARR Investment Partners is a London-based investment boutique advising a global long/short equity strategy for professional investors.

Their goal is to generate attractive returns over the long run by outperforming during market downturns whilst maintaining strong performance during market rallies.

In this episode Christian discusses…

  • How his love of investing started in his youth when he turned 5k into 100k.

  • How the Russian bear market of 2011-15 shaped his investment approach.

  • How his investment strategy aims to performs well in all market cycles.

  • Two companies he's bullish on.

Stocks mentioned

  • Daqo New Energy (DQ)

  • Allkem (AKE)

Apologies for the sound quality in parts of this recording.

More information about Christian can be found here -

arrinvestments.com

Hosted by Jon Kingston

twitter.com/equitybaron

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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.