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.