Stephen Dodson on Intelligent Investing in Crisis Mode: Sticking with High-Quality Businesses

Stephen Dodson of the Bretton Fund shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.

Stephen assessed risks and opportunities in the current market environment. He discussed potential investment ideas, including Starbucks (Nasdaq: SBUX), Sherwin Williams (NYSE: SHW), S&P Global (NYSE: SPGI), Live Nation (NYSE: LYV), Disney (NYSE: DIS), KAR Auction (NYSE: KAR), and Booking (Nasdaq: BKNG). Stephen also shared his latest thoughts on two previously presented ideas, Progressive (NYSE: PGR) and Carter’s (NYSE: CRI).

The full session is available exclusively to members of MOI Global.

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About the instructor:

Stephen Dodson founded the Bretton Fund in 2010 and serves as its president and portfolio manager. Prior to founding Bretton, Stephen was with Parnassus Investments, a San Francisco–based investment manager. Stephen was with Parnassus from 2002 to 2008 and served in a number of areas within the firm, including portfolio manager and president. In 2008, Institutional Investor News named him one of the 20 Rising Stars of Mutual Funds. Prior to Parnassus, he worked for the venture capital group of Advent International, a private equity firm, and was an investment banker for Morgan Stanley in New York and Menlo Park. He holds a BS in business administration from the University of California, Berkeley.

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