In the Company of Mavericks

Maverick investor Andrew Hollingworth of Holland Advisors talks about how he likes to invest in owner-managers and their businesses, such as Mike Ashley of Frasers Group and Tim Martin of J D Wetherspoon. His ambition is to buy good quality companies that are priced as poor quality companies and, as such, de-bunks the value and growth debate. This episode is brought to you in conjunction with Progressive Equity Research,

Show Notes

In this episode, Andrew Hollingworth of Holland Advisors discusses what he looks for in the maverick owner managers he invests in. He talks about what he chose to back Mike Ashley of Sports Direct, now Frasers and how he thinks about capital allocation and governance issues. He also runs through his investment thesis on JD Wetherspoon, and other owner-managed scale economy shared businesses like RyanAir and Charles Schwab. Andrew is the fund manager of the VT Holland Advisors Equity Fund. This episode is produced in conjunction with Progressive Equity Research, offering objective analysis and access to company management teams across every market sector.

What is In the Company of Mavericks ?

Conversations with entrepreneurs who dared to be different