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On today’s episode I chat with Andrew Kingston and Shawn Shewchuk. Andrew and Shawn are portfolio managers for Gavin Croup, CA. Gavin Group is a unique investment services business. They pride themselves on being Hockey Wealth Specialists and provide three main services: investment management, cash flow management and tax minimization.
Andrew and Shawn manage investment portfolios for the firm. Their backgrounds are unique. Andrew graduated with a biochemistry degree, and Shawn ended college a chemical engineer. Yet both found their way to the investment world.
Listen in as we chat about spin-offs, special situations, owner operators, and more. We find out what they think makes a great business, how they allocate each position, as well as incorporating technicals into the investment process.
https://macro-ops.com/wp-content/uploads/2020/01/Screen-Shot-2020-01-17-at-8.53.04-AM.png102198Brandon Beylohttps://macro-ops.com/wp-content/uploads/2019/12/Macro-Ops-Logo.pngBrandon Beylo2020-01-17 08:55:042020-01-17 08:55:04Episode 8 - Andrew Kingston & Shawn Shewchuk: Special Situations, Technical Analysis and Hockey
Joe Boskovich and Brian Laks run Old West Capital Management. The firm describes its investment process as “A focus on people forms the core of Old West’s investment process. As a first principle, we believe that the soundest way to protect and grow our capital is by aligning ourselves with management teams who have high stock ownership and smart pay.” Joe started the company with his father.
I chat with the guys about their investment approach, capital allocation and the importance of owner-operators. Joe discusses Howard Jonas’ collection of assets and capital allocation strategies. We also dive into Old West’s investment filtering criteria, and their focus on insider purchasing.
We end the conversation with Brian Laks’ bullish case on uranium. Old West opened a separate opportunity-specific fund that’s focused exclusively on uranium investments.
If you want to find out more information, here’s where to go: