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Description

My guest today is Carl H. Scholtz, CFA who is a Portfolio Manager at Scholtz & Company with approximately $250 million in assets under management. Carl shares his investment strategy and what he has learned from Yale to Wall Street and being a 5th generation investor.

Listen to the show and learn Carl’s criteria for finding 5-star companies! 

Website: www.scholtzandco.com

Email: cscholtz@scholtzandco.com

Tel: 203.714.9900