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Manual of Ideas Interview: Macro Considerations in Value Investing


“Manual of Ideas” interviews our Head of Investment Research, Zach Olson, on taking a top down approach to value investing.


DISCLAIMER: This video document should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this document was obtained from publicly available sources and has not been independently verified by Drum Hill Capital LLC and does not constitute a recommendation from Drum Hill Capital LLC to the recipient. The receipt of this document by any recipient is not to be taken as constituting the giving of investment advice by Drum Hill Capital LLC to that recipient. Drum Hill Capital LLC and its employees held a financial interest in Orange SA and BorgWarner Inc. at the time of filming this video. Drum Hill Capital and its employees both had a long position in Orange SA and BorgWarner Inc. The firm and its employees may continue to have a financial interest in the securities discussed in this video. No person shall be treated as a client of Drum Hill Capital LLC, or be entitled to the protections afforded to clients of Drum Hill Capital LLC, solely by virtue of having received this document.

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