What can you expect?
In this episode, CARL’s Jamie Uppenberg speaks with Quinn Millegan and Drew Millegan, investment managers for the Woodworth Contrarian Fund strategy now available on the CARL app.
Listen in as they take a deep dive into the fundamentals of contrarian investing, sharing insights on why this strategy has been successful for their fund. The Millegan brothers highlight their long-term investment approach, emphasizing the importance of identifying undervalued opportunities and weathering market downturns. They discuss the impact of digital transformation on their workflow and underscore the significance of core data analysis for investment decisions. With anecdotes of past successes and failures, the Millegan brothers offer a comprehensive overview of their investment philosophy and reassure potential investors of their experienced, data-driven methodology.
More info about Woodworth Contrarian Fund: Woodworth
Episode Highlights
- 00:00 Introduction to the Podcast
- 00:22 Meet the Milligan Brothers
- 02:07 The Woodworth Contrarian Fund’s Success
- 04:53 Investment Philosophy and Strategy
- 10:28 Risk Management and Diversification
- 19:38 Final Thoughts and Conclusion
Our Guest
Quinn Millegan and Drew Millegan
Quinn Millegan is a graduate of Oregon State University in Corvallis, and Drew Millegan was a Series 7 licensed stock broker. Quinn and Drew Millegan are brothers, lifelong Oregonians, and longtime portfolio managers who were trained in Contrarian investing at their father’s stock brokerage firm from a young age. In 2016, Drew and Quinn started the hedge fund with a core cadre of partners to invest for the long term, most of which are still with the fund to this day.
OUR HOST
Jamie Uppenberg
Jamie has 15+ years in digital payments, banking and financial services software development. She’s held several executive management positions in digital product software delivery, working various digital payment projects with big tech such as Apple and Google. Jamie brings extensive compliance, regulatory and KYC product and process management.
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