Profile
Investor: Kevin Duffy
Investment style: Contrarian, growth-at-a-reasonable price, wide net
Organization: Bearing Asset Management, co-founded in 2002
Publication: The Coffee Can Portfolio, editor since 2020
Circle of competence: Asset managers, consumer defensive, consumer discretionary
Influences: Phil Duffy, John Templeton, Peter Lynch, Tony Deden, Charles Mackay, Murray Rothbard, Marc Faber, Jim Grant, Nassim Taleb, Chris Mayer, Charlie Munger
Websites: www.bearingasset.com, www.thecoffeecanportfolio.com
Twitter: @kevinduffy1929
Kevin enjoying lunch with long-time friend Tony Deden in Switzerland, 2009
Kevin Duffy
Location: West Chester, Pennsylvania
Kevin with check from first stock sale, 1975
Grant’s and Barron’s… perfect way to start the day!