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Firetrail

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  • Great companies... Bad investments
    Great companies... Bad investments
    Patrick Hodgens & Blake Henricks Recorded: Jun 12 2018 26 mins
    Join Patrick Hodgens and Blake Henricks, Managing Directors of Firetrail, for an introduction to Firetrail and our approach to high conviction investing.

    At Firetrail, one of our key investment principles is that ‘every company has a price.’ This philosophy ensures we stay unconstrained and look for opportunities across the entire Australian equities market… Throughout this process, we have found that great companies do not necessarily make great investments. In fact, our experience shows that ‘bad companies’ can sometimes be the best investment opportunities.

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