Assessing Capital Allocation Prowess

Interview with Kevin Fogarty and Brent Robinson of Value Creators Capital

My guests on the show this week were Brent Robinson, CFA and Kevin Fogarty of Value Creators Capital Management, a US-focused public equity firm that has a long track record of success. After working together for a number of years at Dupont Capital Management, Brent and Kevin helped found Value Creators in 2023. When I heard about the proprietary process the firm uses to assess capital allocation, I knew I had to have them on the podcast. In this fascinating conversation, we covered:

· The long history the Value Creators team has together;
· The circumstances surrounding the founding of the firm;
· How they assess capital allocation;
· Portfolio construction, including concentration; and
· The process they use to whittle down their investment universe.

Thanks to Daloopa for sponsoring this week's episode. Please visit daloopa.com/comp to learn more about Daloopa's compelling offerings.

Please enjoy the episode here:

When I was talking to Brent and Kevin about the keys to their investment philosophy, they highlighted two major pillars: barriers to entry and capital allocation. In this clip, Kevin discusses the rationale behind paying so much attention to those.

We aim to continue to release an episode each week for the foreseeable future. Thanks for following Compounders and please stay tuned for an eclectic mix of episodes and guests.

Sincerely,

Ben Claremon