In this episode, Jeff Malec talks with Adrian Keevil of Plustick Partners about his path from corporate finance and academic research to investing, and how his work on stakeholder relationships informs the firm’s approach. Keevil explains Plustick’s old-fashioned partnership philosophy and its focus on distressed, event-driven, and special-situations investing, from overlooked assets and misunderstood businesses to shorting unsecured bonds. He also shares the personal and professional experiences behind his perspective, including his family’s history in market trading and lessons from studying how real businesses operate. The conversation explores portfolio construction, credit markets and private credit, the potential economic effects of AI, and the ethical questions AI raises in business and education. It wraps up with Keevil’s Charlottesville restaurant recommendations. - SEND IT!
Chapters:
00:00-01:23= Intro
01:24-11:54= Plustick Partners and the Old-School Hedge Fund Model
11:55-30:29=Distressed Investing, Hidden Assets, and Building a Resilient Portfolio
30:30-48:00=Unsecured Bond Shorts, Credit Markets, and Finding the Story Behind a Business
48:01–58:37 = Private Equity, FanDuel, and Plustick’s Idea-Driven Research Process
58:38–1:10:55 = AI, the Future of Work, and Business Ethics + Top restaurants in Charlottesville
From the Episode:
Follow along with Adrian and Plustick on LinkedIn, and be sure to check out plustickpartners.com to learn more about what they are up to.
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