A Primer on Salmon Farming with Nick Longhurst of Marathon Asset Management

Welcome to Episode 27 of the Preferred Shares Podcast.

In this episode, Nick Longhurst, portfolio manager at London’s famed Marathon Asset Management, gives us an overview of the incredibly interesting salmon farming industry.

We discussed a variety of topics:

* Nick’s background;

* Marathon’s investment philosophy;

* A brief history of the evolution of the salmon farming industry;

* Why salmon over other types of fish?;

* The various barriers to entry that exist in the industry;

* The size and structure of the salmon farming industry;

* Comparing and contrasting some of the large publicly traded salmon farming businesses; and

* The headwinds and potential risks for the current participants of the industry.

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