William Thomson of Massif Capital shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Will talked about how he sees the current environment for value investing and highlighted opportunities in the basic materials, energy, and mining sectors. He discussed several companies, including Kazatomprom (UK: KAP) and Africa Oil Corp. (Canada: AOI). Will also spoke about Massif Capital’s tail risk hedge going into the recent crisis and the process by which Massif has harvested cash from the hedge as market indices have declined.
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About the instructor:
Will Thomson is currently a Managing Partner at Massif Capital, a value-oriented investment partnership focused on global opportunities in energy, basic materials and industrials. We invest principally in businesses with long lived assets that generate predictable cash flows and require not only capital allocation acumen from management but also a keen focus on operational excellence. Our investment practice is primarily concerned with the nature of risk and value as it relates to protecting, enhancing and deploying the irreplaceable capital of our investors into a concentrated portfolio of economically productive assets.
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