In this video, we are talking to Andre Brentron of Turtle Creek Asset Management (https://www.turtlecreek.ca/). His company performed with 20% annualized over the last year.

In our video, we have discussed the following topics
00:00 Welcome message and disclaimer
00:33 His way into investing & value investing
01:59 His track record
02:38 Portfolio concentration and risk
04:32 Is he a buy-and-hold investor?
05:18 Why he does not believe in moats
06:33 Top holdings
08:15 Portfolio Concentration
09:04 Geographical focus
10:31 Differences between Canada and the US
11:50 History and culture of companies
13:53 How long does it take to invest
14:54 Generating ideas
17:24 Interesting industries and geographies
19:25 Key metrics and definition of value
20:44 More efficient markets?
23:33 Sources of the outperformance

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