Value Investing with Legends

Value Investing with Legends

Value investing is more than an investment strategy — it's a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS '21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and securities markets during the last several decades, value investing has proven to be the most successful money management strategy ever developed. Value investors' success over the second half of the twentieth century proved not only the validity of the value approach, but its preeminence over even the most widely taught and practiced modern investment theory, which was developed in the 1950s and '60s and remains dominant even today. Our mission today is to promote the study and practice of Graham & Dodd's original investing principles and to improve investing with world-class education, research, and practitioner-academic dialogue. In this podcast you will hear from some of the world's greatest investors, their views on the investment management industry, how they developed their investment process and how they see the field changing over time.

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Jaksot(77)

Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change

Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change

Activist investing is the new frontier for value investors, allowing them to be the agents of their own returns. Today we're continuing our examination of the activist style of investing by explorin...

12 Marras 202158min

Bringing An Outside Perspective Through Transformational Activism with Mason Morfit

Bringing An Outside Perspective Through Transformational Activism with Mason Morfit

In a world of plentiful capital and compressed yields, activism and being the agent of one's returns is a way forward. Transformational activism in particular is centered around a deep commitment an...

29 Loka 20211h

5x5x5 Russo Student Investment Fund: Class of 2021

5x5x5 Russo Student Investment Fund: Class of 2021

Not satisfied with the lack of value most student-run investment clubs offered to students, Tom Russo designed a better way. Through the 5x5x5 Russo Student Investment Fund, he set out to prove the ...

15 Loka 202156min

Chris Davis - A Multifaceted Perspective on Financial Services

Chris Davis - A Multifaceted Perspective on Financial Services

A year and a half into the pandemic, a lot has changed in the investment landscape. Individual investors have been empowered, economies reacted in unpredictable ways, and we still have no clear idea...

1 Loka 20211h 16min

The Art of Fund Management with Chase Sheridan & Will Pan

The Art of Fund Management with Chase Sheridan & Will Pan

Since our first podcast in the spring of 2019, we've built a wonderful audience around the world, and now have a terrific collection of interviews with remarkable investors. I have loved the opportu...

17 Syys 20211h 17min

Anne-Sophie d'Andlau - Driving Change By Engaging With Impact

Anne-Sophie d'Andlau - Driving Change By Engaging With Impact

Listeners of this podcast will know that I believe one of the most dynamic areas of investing is that of activism. In the true spirit of value investing, there's a crop of activist investors who are n...

9 Huhti 202149min

Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets

Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets

One of our goals with this podcast is to get to know new markets, new situations, and new investors who bring dynamism to all markets. A great example of this is the new generation of activist investo...

26 Maalis 20211h 18min

Elizabeth Lilly - Embodying the Principles of Value Investing

Elizabeth Lilly - Embodying the Principles of Value Investing

The value investing in legends class is one of the highlights of the Heilbrunn year. It's filled with special moments, including the annual visit from our guest today, Elizabeth Lilly. Beth embodies t...

12 Maalis 202157min

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