Auscap’s high-conviction edge, market lessons & mistakes to avoid – Tim Carleton

Tim Carleton on Auscap’s long-term investment edge, small caps, and avoiding big mistakes
In this episode of The Australian Investors Podcast, host Mitchell Sneddon speaks with Tim Carleton, founder and CIO of Auscap Asset Management, about Auscap’s investment process, managing risk, lessons from Macquarie and Goldman Sachs, avoiding poor businesses, valuation discipline, and what makes a great long-term investment.
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