Kevin Fogarty
Co-founder and portfolio lead at Value Creators Capital; formerly part of the DuPont Capital team with deep experience analyzing franchise durability and capital allocation and responsible for developing the firm's proprietary capital-allocation assessment framework.
Best podcasts with Kevin Fogarty
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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.
