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Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13) Nov 25, 2019 · 7 mentions

  • ▶ 4:11 Ted Seides My guest on today's first meeting is Drew Dixon, the founder of Albert Bridge Capital and chief investment officer of the Alpha Europe Funds, where he manages three hundred and fifty million dollars in European equities. 3 times in the scene
  • ▶ 12:08 Drew Dickson We launched Albert Bridge three and a half years ago, two months before Brexit.
  • ▶ 17:13 Ted Seides When you take the lessons you learned from Dick Thaler, your various investment experiences, and then you go to apply it at Albert Bridge,
  • ▶ 37:03 Drew Dickson So from a portfolio management perspective, as long as we've each followed the same approach to sort of what constitutes an Albert Bridge idea, then it becomes more of an apples to apples comparison for me as I decide where to put capital.
  • ▶ 44:37 Drew Dickson As I moved through Oxif and into Albert Bridge in 2008, it probably had moved down toward 85, 80.
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