Brinton Johns is a co-founder of NZS Capital, a US-based investment boutique applying lessons from nature to invest in companies with the capacity to thrive in a complex adaptive world. As the future is inherently unpredictable, Brinton and his colleagues believe it is best to focus on adaptable and innovative businesses that create more value than they take, whilst structuring the portfolio to exhibit both resilience and optionality.
About the series
Far From The Finishing Post is a podcast hosted by Tom Yeowart, fund manager, and George Viney, co-manager of Troy’s Global Equity strategy. As the name suggests, we believe that investing is an ongoing pursuit with no finishing line in sight. There is always lots to learn and plenty of ways to improve as investors.
In that spirit, Far From The Finishing Post seeks to explore the thoughts and practices of leading investors in an effort to grow our collective knowledge. Episodes will include discussions with fund managers at Troy and the talented external investors.
Those interested in learning more about NZS’s Complexity investing framework should read their whitepaper (https://www.nzscapital.com/news/complexity).
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Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Please refer to Troy’s Glossary of Investment terms here. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevant individuals and do not necessarily reflect the views of Troy Asset Management and may be subject to change without notice. Past performance is not a guide to future performance and the value of an investment may fall as well as rise.