Invest Like the Best with Patrick O'Shaughnessy
Trish and James Higgins of Chenmark Capital - Permanent Equity - [Invest Like the Best, EP.28]
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Show notes
My guests this week are Trish and James Higgins, who run Chenmark Capital Management. In this episode we continue to explore a style of investing I call Permanent Equity. Returns in permanent equity come first from the ongoing cash flows of portfolio companies, not from reselling businesses down the line. The partners are Chenmark are pioneering this style of small business investing and share their experience with us thus far.
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