Podcast Interview: Lawrence Hamtil & Tobias Carlisle Discuss Sectors, Countries, and Growth vs Value

I wanted to share with you an interview I did with Tobias Carlisle of the Acquirer’s Funds and the Acquirer’s Multiple.  In the interview, Toby and I discuss how sector concentration explains a lot of the divergence in growth versus value performance, as well as inter-country equity market returns.

Here’s the link on YouTube:


If you prefer to download and listen on the go, the link is here: