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.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.