Compounders Podcast

← Compounders Podcast9 sep 2025 · 1 u 00 min

Hunting for Supernatural Compounders with Andrew Hollingworth of HollAnd Advisors

Hunting for Supernatural Compounders with Andrew Hollingworth of HollAnd Advisors9 sep 20251 u 00 min

Our guest on the show this week was Andrew Hollingworth, the Portfolio Manager at HollAnd Advisors. Andrew has an eclectic background and, like many of previous guests, has centered his investment strategy around the search for compounders. In this informative conversation, we covered:

How Andrew developed the investment philosophy he is employing today;

Why he likes to invest behind owner-managers;

His definition of a supernatural compounder;

His contrarian stance on Biglari Holdings; and

Why he is OK investing behind executives that other investors dislike

To learn more, please visit Andrew's LinkedIn page and the HollAnd Advisors website.

Thanks for listening.