We had the pleasure of speaking with quality-focused superinvestor François Rochon, president and portfolio manager of Giverny Capital, based in Montreal.

Over nearly three decades of following the same investment strategy, François has delivered outperformance of roughly 6% per annum as compared to the relevant benchmark.

In the wide-ranging conversation with John, François discusses:

  • the core tenets of his investment philosophy;
  • quantitative vs. qualitative factors in the research process;
  • portfolio construction and risk management;
  • Giverny’s selling discipline;
  • AMETEK vs. Stericycle, and the Philip Carret rule;
  • the Carmax case study;
  • developing rationality, humility, and patience; and
  • building a great team at Giverny Capital.

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