The maverick of value investing

A ndrew Brenton is the founder and CEO of Turtle Creek Asset Management. A low-key investor who hasn't garnered much attention from the media, Brenton's returns have been nothing but impressive. Turtle Creek Asset Management, an independent firm focused on long-term capital growth, has been a testament to Brenton's investment acumen. Since its inception on November 1, 1998, the firm has turned a $1,000 investment into a staggering $88,517 by September 30, 2023. This translates to an annual return of 20 per cent, a feat that commands respect in the investment community. Our curiosity led us to an enlightening interview with Brenton, where he discusses his investment philosophy and evolution as an investor. We've distilled some key insights from this conversation, but for those eager to absorb the full breadth of his wisdom, the entire interview is accessible via this link: http://tinyurl.com/39e57jz9. A rather unique v

This article was originally published on February 01, 2024.