Emanuel was recently interviewed by Damen Purcell of Fund Monitors
Some points of discussion:
Access Links below: Watch on Youtube Listen to the Podcast Emanuel did an interview with Livewire Markets titled "The next six weeks might make or break markets"
Have markets gotten ahead of themselves? Have we seen the bottom, or is there room for the market to plunge again? Investors have been caught up in the excitement of the market rally, but is this excitement premature? Emanuel Datt, Principal of Datt Capital explains why he is prepared for the market to retract in the next six weeks. "I think we may have seen the bottom of this crisis in terms of downside for the equity markets, although there is a possibility that we have another retraction over the next six weeks." Emanuel discusses his 'barbell' approach to investing and shares three stock tips that the market has ignored. As a relatively new fund manager, how do you prepare yourself for an impending bear market, and did this one shock you? Emanuel Datt is the Principal and Founder of Datt Capital, a small fund that’s been going for 18 months. Emanuel has been investing himself since 2015, five years, and he started bringing in external money 18 months ago and setup Datt Capital, an interesting character, a small fund but an interesting approach. It's what you might call a barbell approach between fixed interest on one hand including mortgage debt and quite risky equities on the other hand, so quite interesting.
Transcript
Emanuel, I was reading a blog post that you put up on March the 3rd. Now, I’m not trying to catch you out with this or anything but you said in the blog post you’re beginning to see green shoots out of the chaos and you’ve got a positive sense regarding the medium-term market outlook, where upon the market promptly fell like a stone during the rest of March of course, and seems to have bottomed about a week ago. Emotionally, there must have been a bit of a roller coaster for you. You started to think that things were turning around, but then they didn’t, but now they have! How do you feel about things now? We initially took a stake in Echo Resources at an EV of around $100 million, purchasing approximately 3% of the company, and recognised the underappreciated asset base. |
northern_star_bid_for_echo_hits_a_snag_1.pdf | |
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