In an episode of The Zurich Project Podcast, presented by MOI Global, John Mihaljevic speaks with Zeke Ashton about lessons learned following an in-depth internal review of mistakes made over the long term. Zeke conducted such a review and systematically analyzed past investment mistakes in order to improve his investment process. In the conversation, he reveals the key mistakes identified and process improvement made as a result.
Zeke has managed the Centaur Total Return Fund (formerly called the Tilson Dividend Fund) since its inception in March 2005. He is the founder and managing partner of Centaur Capital Partners. Founded in 2002, Centaur specializes in value-oriented investment strategies. Zeke graduated from Austin College in Sherman, Texas in 1995 with degrees in Economics and German. He is a participant in The Zurich Project.
An edited transcript of the conversation is available to members of MOI Global.
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