Gary Channon talked about Phoenix AM and his investment approach. He took us through some of the most significant themes in his present portfolio and covered his approach on risk management.

Gary Channon co-founded Phoenix in 1998 and has been the Chief Investment Officer since its inception. Gary’s investment approach at Phoenix is long-term, value-based and focused. He looks out for businesses run by competent, honest managers, who act in the interest of shareholders. Ideal companies have strong pricing power to generate an enduring high return on capital. Gary identifies great companies with good management, and waits for the opportunity to invest in them at attractive prices.