The Art of Randomness

#26 Know Yo Pepo - Trevor Muchedzi


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Today we discuss with Trevor Muchedzi who is the founder and CIO of One Transaction Capital. His vision is to build an industry-focused global investment company with an entrepreneurial spirit that will partner with talented founders and management teams to create and develop disruptive businesses in developed and emerging markets.
Trevor is an avid growth investor. He runs a weekly blog, The Northerners, where he researches and shares insights into global investment opportunities and portfolio construction strategies. His thesis covers companies that have huge reinvestment opportunity sets, are gaining market share within their core sectors, and have a high Return On Invested Capital (ROIC). The blog is targeted at investors looking to construct diversified global portfolios.
We discuss offshore investing
Key Articles mentioned in the conversation:
1. coversatiohttps://abovethecrowd.com/2011/05/24/all-revenue-is-not-created-equal-the-keys-to-the-10x-revenue-club/
2. https://ark-invest.com/ark-video-archive/
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The Art of RandomnessBy The Art of Randomness