Consumer

2 interviews, newest first.

Fall 2025 Amelia Morris & Michael Hutchens Brandes Investment Partners Interview, p. 5 ↗
Two Brandes analysts, one on European consumer names and one on banks, on how the investment committees work. Watches of Switzerland and Slovenia's NLB are the examples.
Companies: Watches of Switzerland, NLB International Financials Consumer
Spring 2025 Roger Fan RF Capital Management Interview, p. 19 ↗
Roger came in without the usual Ivy League and Goldman résumé and started RF Capital in 2017. He walks through Zengame, a Hong Kong-listed position, and Sprouts.
Companies: Zengame Technology, Sprouts Farmers Market Small caps International Consumer Building a firm