Investing alongside management teams with high stock ownership and smart compensation incentives.
Old West believes that smart pay matters.
Investing alongside management teams with high stock ownership and
smart compensation incentives.
Old West believes that smart pay matters.
FAANG 2.0
Introductory Videos
Insights
FAANG 2.0
As opportunistic value managers, Old West is currenty overweight commodity miners - in particular, Gold, Copper, and Tin. Though not thematic investors, this positioning overlaps the broader FAANG 2.0 theme introduced by Bank of America covering commodities and stocks that more generally benefit from rising real asset prices.
As opportunistic value managers, Old West is currenty overweight commodity miners - in particular, Gold, Copper, and Tin. Though not thematic investors, this positioning overlaps the broader FAANG 2.0 theme introduced by Bank of America covering commodities and stocks that more generally benefit from rising real asset prices.
Introductory Videos
Insights
