We had the pleasure of speaking with Kevin Durkin, Chief Investment Officer of Ballina Capital, about his path in investing, his investment process, how he generates ideas, how he thinks about portfolio concentration and manages risk, as well as some of the books he has found most influential.
This conversation is available as an episode of Invest Intelligently, a member podcast of MOI Global. (Learn how to access member podcasts.)
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Kevin Durkin, Chief Investment Officer of Ballina Capital, was a founding member of Causeway Capital. He served as a Portfolio Manager of Causeway Capital Management from 2001-2015. Kevin has a long history of successful stock selection.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.