Building Permanent Wealth for Clients with Drew Estes, Portfolio Manager at Banyan Capital Compounders Podcast

My guest on the show today is Drew Estes, the Portfolio Manager at Banyan Capital, a firm that has been around since the late-1980s. Drew joined Banyan in 2016 and then took control of the business in 2019. Drew has brought his own brand of long-term focus to build permanent wealth for the firm’s clients. In this engaging conversation, we covered:

- The history of Banyan and how Drew came to control the firm;
- Portfolio construction, including concentration and the ideal type of company;
- Drew’s unique perspectives on client communications;
- His affinity for insurance companies, including Berkshire Hathaway’s; and
- How he goes about finding cheap compounders

For more information about Banyan Capital, please visit: https://banyancapital.com/

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All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.