Brien M. O’Brien discusses Port Capital LLC. While Mr. O’Brien has experience across all the major domestic asset classes, he focuses on small- and all-cap value equities as well as the MLP/energy sector. He uses a disciplined value investment strategy and research process to find companies that generate significant free cash flow. Mr. O’Brien studies a company’s fundamentals and competitive advantages. He also looks at management’s capital-allocation process and their success at compounding capital, as he believes the strength of a management team is extremely important. In addition, Mr. O’Brien places an emphasis on investments with repeatable, predictable and consistent revenues, strong margins and minimal capital intensity.
Full interview available here.
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