“Ignore the Noise — Focus on Priorities” — Cliff Remily, Northwest Priority Capital

Remilly was one of the folks who built up the equity business at PIMCO, and he now has his own business called Northwest Priority Capital as a long biased global equity fund. Different kinds of value — deep value (discount to conservative estimates), basic value (out fo favor, cuclical, uncertain), Compounding value (Wide and sustainable […]