<description>&lt;p class="MsoNormal"&gt;&lt;span class="ui-provider"&gt;Investing is complex. How best to simplify it? NZS Capital are a Denver, Colorado, based investment boutique who use lessons from the natural world to frame their investment process. In this episode, Adam chats with Brinton Johns and Jon Bathgate on why it's important not to make too many predictions, but to focus on businesses who are adaptable and create more value than they take. And why NZS structure their own portfolios to major on business who exhibit resiliency and optionality. &lt;/span&gt;&lt;/p&gt;</description>

The Multi-Manager Podcast

CT Multi-Manager Team

Complexity investing simplified, with NZS Capital

OCT 17, 202428 MIN
The Multi-Manager Podcast

Complexity investing simplified, with NZS Capital

OCT 17, 202428 MIN

Description

Investing is complex. How best to simplify it? NZS Capital are a Denver, Colorado, based investment boutique who use lessons from the natural world to frame their investment process. In this episode, Adam chats with Brinton Johns and Jon Bathgate on why it's important not to make too many predictions, but to focus on businesses who are adaptable and create more value than they take. And why NZS structure their own portfolios to major on business who exhibit resiliency and optionality.