Compounders Podcast

Companies with a Permanent Right to Win with Bo Knudsen, Managing Director of Global Equities at C Worldwide Asset Management


Listen Later

My guest on the show today is Bo Knudsen, the Managing Director of Global Equities at C Worldwide Asset Management. Many listeners may not be familiar with C Worldwide, but the Denmark-based firm manages over 20 billion dollars. Bo has been a portfolio manager since 1989 and has had his hand in some strategies that have generated incredible outperformance versus their benchmarks over long periods of time. In this insightful conversation, we discussed:

  • The characteristics of a typical C Worldwide compounder;
  • The investing culture that encourages employees to stay with the firm for decades;
  • His history with the company Novo Nordisk, the Danish company that is now well-known for its weight loss drugs;
  • How the firm approaches ethical and sustainable investing; and
  • The elements that have allowed C Worldwide to generate such meaningful outperformance over time.
  • For more information about C Worldwide Asset Management, please visit: https://www.cworldwide.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Compounders PodcastBy Ben Claremon & SNN Network

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    23 ratings


    More shows like Compounders Podcast

    View all
    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,365 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    937 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,313 Listeners

    Grant’s Current Yield Podcast by Grant's Interest Rate Observer

    Grant’s Current Yield Podcast

    663 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    803 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    304 Listeners

    The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

    The Intrinsic Value Podcast - The Investor’s Podcast Network

    557 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    89 Listeners

    Money Maze Podcast by Money Maze Podcast

    Money Maze Podcast

    36 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    401 Listeners

    Yet Another Value Podcast by Andrew Walker

    Yet Another Value Podcast

    102 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    246 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    345 Listeners

    Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

    Behind the Balance Sheet

    45 Listeners

    50X by Colossus

    50X

    79 Listeners