I interviewed top investors in my book, Market Masters. Some invested primarily in strong capital compounder companies. However, there’s a gentleman named François Rochon of Giverny Capital, located in Quebec, who doesn’t appear in my book (maybe the sequel…) but has been very successful investing in these types of companies through many business cycles. I want to bring him to your attention now. Since inception, Mr. Rochon’s “Rochon Global Portfolio” has delivered a 16.3% compound annual return. You can dig into his returns here and learn more about his investment strategy here.
Robin Speziale is the national bestselling author of Market Masters, which is available at Chapters, Indigo, and Coles as well as Costco and Amazon.ca. He lives in Toronto, Ontario. Learn more about Market Masters.