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(First Meeting, EP.13) Blending Behavior and Fundamentals at Albert Bridge Capital

With:
Drew Dickson

Public Equity

Manager

Episode: 13
November 24, 2019

Episode Description:

Drew Dickson is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds, where he manages $350 million in European equities.

Our conversation covers Drew’s early career across the Chicago school, Fidelity and Och-Ziff, and his perch in Europe. We then go through Albert Bridge’s investment process, portfolio construction, assessment of risk-reward, and client communication through blogging and tweeting. All told, Drew offers a deep dive on how to blend fundamental research and behavioral finance in taking on the stock market

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