September 5, 2023 at 6:29 am
#5462
Nick Hargrave
Keymaster
I have successfully connected with Tom Spain at Henry Spain Investment Services and we are aiming to speak soon. While he is not able to discuss individual portfolio companies it will be an opportunity to understand their investment philosophy. In the meantime, they produced a short video interview with the joint MDs of CCT (found at the link below) that provides some insight to management