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EssentialThe Expert View

Discipline and Dry Powder: It Pays to Be Prepared

Featuring Eric Cinnamond

Apr 29, 2020 • 35 minutes

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Essential

The Expert View

Discipline and Dry Powder: It Pays to Be Prepared

Eric Cinnamond discusses how he finds value and the ways that buybacks and the Fed have made it harder than ever to find it.

Featuring Eric Cinnamond

Apr 29, 2020 • 35 minutes

The last time Eric Cinnamond joined Real Vision, it was January of 2018 and he had just closed down his absolute return fund after a positive year because he thought there was no value to be found. Fast forward to 2019 and Eric opened a new fund, not because the value was there and ready to be bought, but because he wanted to be ready. Now it’s 2020 and we’ve brought him back because the recent sell-off has finally allowed his new fund, Palm Valley Capital, to deploy around 50% of their capital after spending months at over 90% cash. He discusses how he finds value, a few examples of companies he bought in Q1, and the ways that buybacks and the Fed have made it harder than ever to find value. Filmed on April 27, 2020. Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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