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 -
—
Hosted by Jon Kingston
—
Support The Show
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). ☕ buymeacoffee.com/capitalemployed
Leave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
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.
Making Big Gains In Bear Markets