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
Category: Oceanian Investing
David Iben, why are you investing globally at Kopernik?
David Iben is the Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors. He had the chance to interview him in June 2019 in Munich. In a small
Are copper & nickel mining stocks a chance to profit from the green transition, Fabian Erismann?
A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of
Joel Cohen, what is MITIMCo looking for in Emerging Managers?
Here you can enjoy our conversation between Joel Cohen of MITIMCo and Rob Vinall. In this Q&A format, both have discussesd what MITIMCo is looking for in Emerging Managers. Here
What do allocators look for in Emerging Managers? A panel
During RV Capital’s Annual Meeting 2022 Rob Vinall hosts a traditional allocator panel. Patrick Maurenbrecher, Claudine Innes and James Ferguson joined to answer the questions of the guests. They have
How does Creditas contribute to VEF’s success, Dave Nangle?
VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a follow-up discussion with CEO Dave Nangle.
How investing global, Pavel Begun of 3G Capital Management?
Pavel Begun of 3G Capital Management is a Global Value Investor. In our conversation we have covered his investing process and some investment examples. The interview was done in 2020.
How much Fred Liu is in Hayden Capital? A talk with the investor
I had the pleasure to interview Fred Liu of Hayden Capital. Here you can find the full video of the interview and the transcript. This conversation is also available on
