For this episode I 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.
LISTEN HERE https://www.capitalemployed.co...
