Dev Kantesaria (Valley Forge): What is your formula for quality investing?
Dev Kantesaria, Valley Forge Capital Management “It’s true that 99.9% of the active management industry adds no value.” [00:02:56] Key facts Dev Kantesaria runs Valley…
Americas
Interviews with fund managers based in North and South America.
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Soo Chuen Tan (Discerene): What did you learn from building Discerene Group?
Soo Chuen Tan (Discerene Group) on mentorship, building a resilient value investing firm since 2010 and his Meggitt case study. Interview from 2022.
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David Iben (Kopernik Global Investors): Why are you investing globally?
David Iben (Kopernik Global Investors) explains his global investing approach and why he has chosen to invest globally.
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Dave Iben (Kopernik Global Investors): Why do you invest in hydro power, uranium & gold?
Dave Iben is the Chief Investment Officer & Lead Portfolio Manager of Kopernik Global Investors. We discussed uranium, hydro and gold here.
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Greggory Warren (Morningstar): Will Nestle’s, Unilever’s and Kraft Heinz’s margins shrink?
Greggory Warren (Morningstar) did this interview with us in November 2019. We have covered asset managers and food producers.
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John Zolidis (Quo Vadis Capital): How to find the best opportunities in retail stocks? Lululemon & Luckin Coffee
John Zolidis, Quo Vadis Capital “But it’s super powerful from a financial standpoint. The margins are really high. It’s all vertical. They only sell their…
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Fabian Erismann (Earth Resource Investment Group): Are copper & nickel mining stocks a chance to profit from the green transition?
Fabian Erismann of Earth Resource Investment Group on copper and nickel mining, the green transition, mine costs and how he judges junior explorers.
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Richard Howe (Stock Spinoff Investing): How to invest in spin-offs and special situations?
Richard Howe of Stock Spinoff Investing explains why spinoffs get mispriced, when the selling pressure ends and which red flags he avoids (2020 interview).
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Africa | Allocators | Americas | Asia | Europe
Joel Cohen (MITIMCo): What is MITIMCo looking for in emerging managers?
Joel Cohen, MITIMCo “The lower the cost base, the more margin of safety you have there.” [00:15:40] Key facts Joel Cohen looks for unconventional managers…
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Africa | Allocators | Americas | Asia | Europe
Patrick Maurenbrecher, Claudine Innes & James Ferguson: What do allocators look for in emerging managers?
Patrick Maurenbrecher, Claudine Innes and James Ferguson on what allocators look for in emerging managers, at the RV Capital allocator panel 2022.
