Our mission's goals of the Masters of Conviction's Network are simple:
- Interview professional Portfolio Managers and true Stock Pickers (Our Masters of Conviction) in order to discuss their single favorite, high conviction trade idea.
- Provide an environment for member for in-depth followup discussions regarding investment case details as well as the due diligence process that provided the confidence required to make the investment a big bet.
- Maintain a performance scoreboard for each trade idea. This should be a true test as to whether a "Best Ideas" portfolio, made of trades from a pool of professionals can outperform markets over the long-term.
There are hundreds of very smart, but relatively unknown professional managers that invest in companies most of us have us have never heard of. We do not intend to invite high profile Wall Street pros to discuss household named Fortune 500 or big tech companies. Our intention is to invite managers that do a lot of work on their names in order to develop what they would deem as an "edge". Managers and analysts that are just plain ole good stock pickers.
After every episode, we will post the name and current price of the discussed investment. We will maintain a performance scoreboard for each trade idea, in order to monitor both the individual return of each security but also monitor the return of the collective basket of securities against the broader Indices, such as the Russell 2000, the S&P and the Nasdaq.
Investors, who are challenged to join our elite group of Masters of Conviction are open to contact us.
The ideas presented on each show will be of our guest's choosing. We will have no say outside of requiring that the market cap of the discussed be north of $100M. Guest's will consist of Growth managers, Value managers, Short oriented managers and Sector focused managers.