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Category: European Investing

What are challenges of Emerging Managers?

What are challenges of Emerging Managers?

3. October 20233. October 2023

What are the challenges of Emerging Managers? On this panel Rom Wilson of ACM Capital Management, Txomin Zaratiegui Osés of Arlas Capital and Pratyush Rastogi of Farrer Wealth Advisors are

Emerging Managers
Guy Spier, how would you invest 1 million $ in China?

Guy Spier, how would you invest 1 million $ in China?

26. September 202319. August 2023

Here you can enjoy the second part of our interview series with Guy Spier of Aquamarine Capital. We have discussed the following topics: Introduction [00:00:00] Tilman Versch: In this interview,

Aquamarine Capital
Matthias Riechert, what is your compounding concept?

Matthias Riechert, what is your compounding concept?

19. September 202319. September 2023

Matthias Riechert of P&R Investment Management was the first guest during the Emerging Managers Day of the RV Capital Meeting 2023. As a service for our readers, we are sharing

P&R Investment Management
What happened to the drunk in the bar, Guy Spier?

What happened to the drunk in the bar, Guy Spier?

14. September 20238. September 2023

Guy Spier is back! 3 years after our first interview, I had the pleasure of interviewing Guy Spier of Aquamarine Capital again in his library in Zurich. We have discussed

Aquamarine Capital
Marko Graßmann, what is the goal of the Alpha Star Europa fund?

Marko Graßmann, what is the goal of the Alpha Star Europa fund?

19. July 202325. July 2023

Welcome to our new series with fund starters! Here we want to portray Emerging Managers that just recently started a fund. In this episode, Marko Graßmann shares insights about his

Axel Krohne, why are you looking for crisis?

Axel Krohne, why are you looking for crisis?

12. May 202312. February 2023

Axel Krohne is a Value Investor with a focus on Emerging Markets. With his firm Krohne Capital, he manages an Emerging Markets fund. In our interview series, which was recorded

Sebastian Grabmaier, can JDC digitize the Germany’s insurances?

Sebastian Grabmaier, can JDC digitize the Germany’s insurances?

23. February 202325. February 2023

JDC is a German company trying to digitize the insurance sector with its software and service approach. Together with the co-founder Sebastian Grabmaier, I could do a deep dive into

Insurance
What is the laser champion LPKF planning, Christian Witt?

What is the laser champion LPKF planning, Christian Witt?

16. February 202318. February 2023

LPKF is a German company with a focus on innovative laser technology. With this technology, LPKF offers innovative solutions. The company CFO Christian Witt gave us insights into the future

LPKF
Soo Chuen Tan, what did you learn from building Discerene Group?

Soo Chuen Tan, what did you learn from building Discerene Group?

19. January 202329. January 2023

Together with his team, Soo Chuen Tan has built the global Value Investing firm Discerene Group. They have scaled the firm to a respectable asset manager. In our conversation, we

Discerene Group
Irakli Gilauri, is Georgia Capital a chance to invest in quality?

Irakli Gilauri, is Georgia Capital a chance to invest in quality?

12. January 202329. January 2023

I had the pleasure to interview the CEO of Georgia Capital, Irakli Gilauri. Georgia Capital is a Georgian holding that owns a lot of quality assets. We have discussed the

Emerging Markets, Georgia, Georgia Capital

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