Invest with CARL - Woodworth Contrarian Fund Investment Strategy with Quinn & Drew Millegan

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: https://investwithcarl.com/investment-strategies/woodworth

Episode Highlights:

• (0:00) - Introduction to the Podcast
• (0:22) - Meet the Milligan Brothers
• (2:07) - The Woodworth Contrarian Fund's Success
• (4:53) - Investment Philosophy and Strategy
• (10:28) - Risk Management and Diversification
• (14:29) - Impact of Digital Transformation
• (19:38) - Final Thoughts and Conclusion

About the Guests:

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.

Links & Resources:

Get started with CARL https://investwithcarl.com/talk-to-carl

Download the CARL App ​for iOS https://apps.apple.com/us/app/carl-app/id1518314520 

Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl

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Alternative investments for the digital age!

Sophisticated investment strategies aren’t just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors.

Learn more https://investwithcarl.com/

Listen to the Invest with CARL Podcast https://investwithcarl.com/learning-center/podcast 

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