How to identify quality businesses (23/02/2016)
Tim joined Montgomery in July 2012 and is a senior member of the investment team. Prior to this, Tim was an Executive Director in the corporate advisory division of Gresham Partners, where he worked for 17 years. Tim focuses on quant investing and market-neutral strategies.
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steven
:
Hi Tim,
If you are prepared to say, I am curious with regards to Infomedia and a long-term view, what time frame do you use ?
Tim Kelley
:
Hi Steven. Infomedia has become something of a test of investor patience, with the ramp up of SuperService proving slower than expected, and some significant issues emerging on other fronts. Nonetheless, the growth opportunity appears intact, and over the next 2-3 years we will know if the thesis on this one is correct. As always, position sizing needs to recognize the chance that we are wrong in our thesis.