The Power of Compound Interest

Small daily improvements create an edge in managing money. In today’s episode, Jeremy Kokemor joins the show to discuss long-term investing in high-conviction public stock portfolios. We explore how Jeremy's childhood experiences shaped his investing philosophy, the benefits of thinking like a business owner, and how continuous learning and self-improvement pay dividends in long-term investing.Jeremy Kokemor founded Right Tail Capital: a concentrated, fundamental equity investment firm based in Richmond, Virginia. Jeremy loves helping people with their investments through owning high-quality, under-valued companies for the long term. Jeremy grew up in New Orleans, Louisiana prior to attending the University of Virginia and Harvard Business School. He then worked with several fantastic investors at global mutual fund company T. Rowe Price before managing concentrated portfolios at Private Advisors and Thompson, Siegel & Walmsley[00:00 - 09:49] - Early Life Lessons in InvestingParents' divorce and family financial struggles showed the value of education and hard workWorked jobs throughout childhood and adolescence to pay for schoolJeremy’s grandfather introduced concepts of investing through his stock portfolioJoined respected investment management company T. Rowe Price out of business school[09:50 - 21:19] - Jeremy on Launching His Own FundThe critical factor was the support of his wife and three kids at homeHaving the right mix of investing experience and energy in his careerNamed fund "Right Tail Capital" to represent excellent returns and focus on high qualityFocuses on higher quality businesses, strong management, durable compounders[21:20 - 29:49] - Thoughts on Current Investment StrategyAlways be aware of the status of the macro environmentKeep an eye out for great investment opportunities - they are always thereCreating the environment to produce great investment results[29:50 - 35:41] - Questions to Ask Yourself for Better InvestingWhat type of investing feels comfortable to you?How do you and your investment manager align?Key Quote:"I'm always trying to get a little bit better. And that could pertain to a lot of different things." - Jeremy KokemorConnect with Jeremy Kokemor!Website: https://www.righttailcapital.com/ LinkedIn: https://www.linkedin.com/in/jeremy-kokemor-righttailcapital/ This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/Connect with me:https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.