Senior Vice President, Portfolio Manager
AREA OF FOCUS
- Small-cap equities
From an early age, Allan was fascinated by business. To him, financial statements weren’t just numbers on a page, they represented the pulse of a corporation. Through those statements you could see the evolution of a company. Why did some businesses thrive, while others withered? This question always captivated Allan. He has been pursuing his passion of investing in public equities for the past 30+ years. During his career, he has had the opportunity to meet some of the greatest business people. He considers having access to these visionaries – many of whom started with nothing and went on to create billion-dollar companies – one of the most rewarding parts of his job.
The View | December 1995
In previous issues of The View from Burgundy, we justifiably have tended to be hard on managements that have failed in what we consider to be arguably their primary function:...