Guest: Sam Granger, Totus Capital
Whether you’re investing in ASX small caps, global large caps, or somewhere in between, one challenge that all investors face is how to narrow down a huge universe of potential companies into a manageable list for research. Sam Granger, Portfolio Manager at Totus Capital, knows this challenge all too well. With a small investment team, the Totus High Conviction Fund covers small and large cap companies both in Australia and overseas. One strategy he uses to narrow down the field, is the draw on the research of other great investors.
“We always do our own research, and I’d never buy a stock just because they bought it. But why not focus on businesses that other great investors have already said they like? Apple’s a great example. Buffett bought Apple in 2016… You could’ve made three or four times your money just by following Buffett into Apple.”
In this episode, we discuss why he doesn't engage in short selling, and he shares two stocks that appear to be underappreciated by the market.
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