For this episode we had the pleasure of being joined by Christopher Godfrey, Founder and Portfolio Manager of Headwaters Capital Management.

Headwaters Capital Management is an actively managed, concentrated investment strategy focused on small and mid capitalization stocks.

In this episode we discuss...

• How Chris got started in investing.
• The philosophy behind Headwaters Capital.
• How he generates ideas.
• What type of businesses Chris likes to invest in.
• Two stocks Chris is bullish on for the long term.

More information about Christopher and his firm can be found at headwaterscapmgmt.com

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Hosted by Jon Kingston
https://twitter.com/equitybaron

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DISCLAIMER

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

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