Thinking Like an Owner

03/30/2024

Bob Desmond and Adam Chandler of Claremont Funds Management describe the entry points they eventually find into high-quality businesses, their no-business-school-awards approach to valuation, why they think being based far from New York is an advantage, and why they see unrecognized value in Dassault Systemes, Zoetis and CME Group.

If you are a subscriber, log in to access the issue and bonus archive: