Deep Value + Quality Management = Outsized Returns
In this conversation I sit down with Michael Melby, the founder and portfolio manager at Gate City Capital Management. Gate City has produced a 22.4% net annualized return since inception (September 2011), compared to 14.8% for the S&P 500. During this discussion we talk about Michael’s beginnings growing up in a small Montana town, education and early experience, launching his fund, his strategy and process, and the decision to close the fund to new investors.
Enjoy this conversation with Michael Melby on Spotify, Apple Podcast, and YouTube below:
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Grant is a phenomenal conversationalist across a variety of financial subjects.
Jason is a full-time private investor that has turned a small portfolio into a large nine figure portfolio from stock picking.