Value Investing in my Circle of Competence, Hurdle Rate

Hurdle Rate

The name “Hurdle rate” was inspired by none other than Mark Leonard of Constellation Software, and their prolific use of a fixed hurdle (discount) rate for their investments. Had you invested into Constellation Software at the time of their IPO as an Australian Investor you would of seen your investment multiply by >100x or (>35% CAGR), an enviable record (Updated March 2023).

Value Investing in my Circle of Competence

Equity Bottom-Up

<ul><li>CI Financial is a publicly owned asset management holding company.</li><li>Through its subsidiaries, the firm manages separate client focused equity, fixed income, and alternative investments portfolios.</li><li>It also manages mutual funds, hedge funds, and fund of funds for its clients through its subsidiaries.</li></ul>

CI Financial is a publicly owned asset management holding company.Through its subsidiaries, the firm manages separate client focused equity, fixed income, and alternative investments portfolios.It also manages mutual funds, hedge funds, and fund of funds for its clients through its subsidiaries.

CI Financial (TSX:CIX) - One Page Stock Pitch