Matthew McLennan - The Power of Selectivity and Patience
Today's conversation is with Matthew McLennan, head of the Global Value team and a portfolio manager of the Global Value, International Value, US Value and Gold strategies at First Eagle Investment Ma...
29 Nov 20191h
Joel Greenblatt - Investing Off the Beaten Path
Today's conversation is with Joel Greenblatt, Founder and Managing Partner of Gotham Asset Management. Since founding Gotham in 1985, Joel and his partner Robert Goldstein have developed the firm into...
15 Nov 201950min
Leon Cooperman - Looking For More For Less
of Omega Advisors. After getting his MBA from Columbia Business School, Leon joined Goldman Sachs as a Junior Analyst and ultimately built up Goldman Sachs' asset management division, GSAM. In 1991 Le...
1 Nov 201947min
Ross Glotzbach - The Power and Strength of Experience
Today's conversation is with Ross Glotzbach, the CEO and Head of Research at one of the great names in value investing, Southeastern Asset Management, the firm founded by Mason Hawkins over 40 years a...
18 Okt 201958min
Jenny Wallace - Identifying Value at the Summit
Today's conversation is with Jennifer Wallace, a wonderful expositor to the main ideas of value investing, but also a very deep thinker when it comes to the interaction of value investing and the mark...
4 Okt 20191h 21min
Connecting Theory and Practice Through The 5x5x5 Student Investment Fund
Today's conversation is with Tom Russo, the master of consumer brand investing, and two of our best students, Jeffrey Johnson and Michael Allison. We're talking about the 5x5x5 Student Investment Fund...
26 Jul 201957min
Jean-Marie Eveillard - Taking a Top-Down Approach to Value Investing
Today's conversation is with international value investor, Jean-Marie Eveillard. As portfolio manager of the Société Générale International Fund, later becoming the First Eagle Global Fund, where he r...
12 Jul 20191h
Christopher Davis - Investing with Curiosity
Today's conversation is with the Chairman of Davis Advisors, Christopher Davis. Christopher oversees approximately $30 billion of client assets worldwide. Christopher currently serves as CEO and Portf...
28 Jun 20191h 5min
