The Confidence Checklist
Interview with Co-Portfolio Managers Corey Henegar and Jeff Fahrenbruch of Oakview Capital Management
Anybody who knows me knows that I am a big fan of using checklists within any investment process. In fact, there are a number I use consistently when evaluating businesses and people. Similarly, Corey Henegar and Jeff Fahrenbruch of Oakview Capital Management have placed something they call the Confidence Checklist at the center of their process. Think of it as their North Star as they are searching for great businesses that periodically trade at great prices. In this episode, we talked about checklists as well as portfolio construction, the benefits of having co-PMs, and how to take advantage of controversies that even wonderful businesses inevitably endure.
Please enjoy the interview here:
In this insightful clip, Jeff discusses why they created a Confidence Checklist and introduces the six items that they focus on.
Please stay tuned for another great episode of Compounders to be released this week.
-Ben Claremon