Peter Mantas of Logos LP shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Peter views the ongoing market upheaval as potentially a generational opportunity to reposition the portfolio into businesses that will benefit from key long-term tailwinds. Peter discussed several ideas, including Activision Blizzard (Nasdaq: ATVI), Alteryx (NYSE: AYX), ServiceNow (NYSE: NOW), The Trade Desk (Nasdaq: TTD), and Zscaler (Nasdaq: ZS).
Peter had presented his in-depth investment thesis on Zscaler at Wide-Moat Investing Summit 2019.
Listen to this session (recorded on March 18, 2020):
About the instructor:
Peter Mantas serves as a general partner of Toronto-based investment firm Logos LP. Peter has an assortment of business and financial experience at global institutions. Peter’s prior experience includes senior managerial roles at large information service and enterprise technology companies in addition to legal experience within the capital markets, alternative investments and tax groups at McCarthy Tetrault LLP. Peter has also been involved in a variety of private equity transactions, ranging from retail to renewable energy, in addition to leading a proprietary trading team for a boutique desk. Prior to this, he held various economic research positions at the Export Development Bank of Canada, Statistics Canada and other various federal government departments. Peter has both an LL.B. and B.C.L. from McGill University’s Faculty of Law. Prior to studying law he obtained an Honours Baccalaureate in Commerce, Magna Cum Laude, from the University of Ottawa, Telfer School of Management, where he received several awards of excellence.The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.