Keith Smith – Bonhoeffer Capital Management

“When you research a company you're basically putting a puzzle together to say, okay, would these guys be good stewards of my money? Because basically the CEO and the management team has given stewardship over this money, how are they going to spend it?”. Keith Smith launched the Bonhoeffer Fund in 2017. Applying concepts from developed markets that have proven effective, the fund identifies and invests in companies that exhibit those qualities in disrupted industries, misunderstood sectors, and emerging markets. The fund is named for German theologian and martyr Dietrich Bonhoeffer, who represents the power of independent thought.

Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/bonhoeffer

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