
Brent Robinson
Co-founder and partner at Value Creators Capital with a long track record in public equity investing; focuses on portfolio construction, mid-cap compounders, and the firm's investment process and client-facing strategy.
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Jan 29, 2025 • 1h 7min
Assessing Capital Allocation Prowess with Kevin Fogarty and Brent Robinson, Value Creators Capital
Brent Robinson, co-founder and partner at Value Creators Capital with deep public equity and portfolio-construction experience, and Kevin Fogarty, co-founder and portfolio lead known for capital-allocation frameworks, discuss assessing capital allocation and durable moats. They cover portfolio concentration, mid-cap compounders, watchlist management, proprietary scoring, and why patience and alignment matter.


