Investing to Stay in the Game

Published on: February 26th, 2021

In this interview with Mutiny Fund CIO Jason Buck, Brent Johnson, founder and CEO of Santiago Capital, discusses his unique investing framework and the experiences that forged it. Brent and Jason highlight the insight Brent was able to take away from a career full of successes and the inevitable mistakes that help shape the answer to the question, “What type of investor am I?” They also focus on Brent’s “Dollar Milkshake” thesis as well as the specifics of portfolio construction and management that Brent uses for this part and other parts of his clients’ portfolios. This is supplementary material to the ‘Investor Masterclass’ with Brent Johnson. To get a complete picture of Brent’s framework, please use the cliff notes below alongside the actual interview: http://rvtv.io/JohnsonInterview