Since its 1999 launch, Charlie Jobson’s Delta Partners has invested in hundreds of companies around the world in a wide range of industries. Charlie, a first generation American, initially focused his stock picking efforts on U.S.-based equities, but after finding an Indonesian pharmaceutical company trading at three times earnings, he began looking further afield. While he still invests in U.S.-based companies, his portfolio now consists of securities across the market cap spectrum based in Asia, Europe and Australia. Charlie is a long-term oriented investor with a differentiated and concentrated portfolio of high quality stocks trading at cheap prices. He seeks companies with stable earning streams, good return on assets and defensive business models.
At the 2018 Santangel’s Investor Forum, Charlie will share an investment idea that he thinks is cheap, growing and that has a business model naturally protected from internet-based competition.