Jan 31 • 25M

The Advantage of Time

A conversation with Christopher Godfrey, Headwaters Capital

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Jon Kingston
We talk to renowned equity investors about their favorite stocks.
Episode details

Capital Employed FM #60

The Advantage of Time

A conversation with Christopher Godfrey

For this episode we had the pleasure of being joined by Christopher Godfrey, Founder and Portfolio Manager of Headwaters Capital Management.

Headwaters Capital Management is an actively managed, concentrated investment strategy focused on small and mid capitalization stocks.

In this episode we discuss... 

  • How Chris got started in investing.

  • The philosophy behind Headwaters Capital.

  • How he generates ideas.

  • What type of businesses Chris likes to invest in.

  • Two US stocks Chris is bullish on for the long term.

More information about Christopher and his firm can be found at headwaterscapmgmt.com

Hosted by Jon Kingston


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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.