Learning from Five Years of the 5x5x5 Russo Student Investment Fund
Welcome back to a new season of the show! Our first conversation is going to be a little different as we'll be talking about this year's picks for the 5x5x5 Russo Student Investment Fund. Joining me t...
4 Sep 202043min
Kim Shannon - Value Investing - Bringing it All Together
Today's conversation is with Kim Shannon President and Co-Chief Investment Officer at Sionna Investment Managers. Kim founded Sionna Investment Managers in 2002 and has more than 35 years of industry ...
22 Mai 20201h 1min
Dan Davidowitz & Jeff Mueller – Compounding with Polen Capital
Today's conversation is with Dan Davidowitz and Jeff Mueller of Polen Capital, which is a firm that is dedicated to researching and analyzing the highest-quality companies around the globe and investi...
17 Apr 20201h 7min
C.T. Fitzpatrick: Value Investing in Times of Deep Distress
Today's conversation is with C.T. Fitzpatrick, Founder, Chief Executive Officer, Chief Investment Officer at Vulcan Value Partners. C.T. founded Vulcan in 2007 and since then, all five strategies have...
3 Apr 202045min
Michael Mauboussin – Investing in times of (the Coronavirus) Crisis
Today's conversation is with Michael Mauboussin, Head of Consilient Research at Counterpoint Global. Before joining Counterpoint Global, Michael was the Director of Research at BlueMountain Capital Ma...
23 Mar 202053min
Francisco García Paramés - Value Investing for the Long Term Guest
Today's conversation is with Francisco García Paramés, chairman and chief investment officer at Cobas Asset Management, which he founded in 2016. Before founding Cobas, Francisco was with Bestinver fo...
20 Mar 202054min
David Samra - Leveraging Fundamentals to Remain Relevant
Today's conversation is with David Samra, managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. He is the lead portfolio manager of the Artisan I...
6 Mar 202055min
Bruce Greenwald - Staying on the Right Side of the Trade
Today's conversation is with Professor Bruce Greenwald, guru to Wall Street's gurus. Bruce is the Robert Heilbrunn Professor of Finance and Asset Management Emeritus at Columbia Business School and is...
20 Des 201955min
