Joe Frankenfield (Saga Partners): How do you marry growth and value investing?
Joe Frankenfield of Saga Partners is a really decent investor based in Cleveland. Here we talked about his investment approach.
Americas
Interviews with fund managers based in North and South America.
-
-
Rom Wilson (ACM Capital Management): From China to Elephants & Snapchat, building an investment firm
Rom Wilson of ACM Capital has a very interesting investing journey & his investing style. He invested in China before starting a global fund.
-
Thatcher Martin (Spree Capital): What do great investments share?
Thatcher Martin of Spree Capital Advisers has built an investment firm that focuses on the long-term and invests in high-quality businesses.
-
Clifford Sosin (CAS Investment Partners): Why are you investing in Carvana stock?
Clifford Sosin of CAS Investment Partners explains why Carvana was his biggest holding in 2019, why he shorts and how he sees self-driving cars.
-
Fred Liu (Hayden Capital): What are the benefits of sharing secrets as an investor?
Fred Liu (Hayden Capital) on sharing his research, his four criteria for new ideas and how he built the Sea Limited position. Interview from 2021.
-
Guy Spier (Aquamarine Capital): What is your advice for starting an investment fund?
Guy Spier (Aquamarine Capital) shares his advice for young managers who want to start a fund: think long term, fees, marketing and writing a book.
-
Cliff Sosin (CAS Investment Partners): What matters in 10 years? On company culture
Cliff Sosin of CAS Investment Partners on what will matter in 10 years, how he judges company culture and how he gathers information.
-
Dennis Hong (ShawSpring Partners): How did you build ShawSpring Partners?
Dennis Hong, ShawSpring Partners “It’s day one. We’re still growing and learning as a team. We still have to figure a lot of stuff out.”…
-
Cliff Sosin (CAS Investment Partners): How do you generate ideas?
Cliff Sosin, CAS Investment Partners “I’m looking for businesses that are going to do very well for a very long time, that I can get…
-
Fred Liu (Hayden Capital): How much of him is in Hayden Capital?
Fred Liu (Hayden Capital) on how much of himself is in his firm, which partners he looks for and how he writes his letters. Interview from 2021.
