Andrew Goodwin – Oldfield Partner Andrew joined OP in March 2013. He had previously been employed by SVG Capital in London for seven years managing mainly European equity portfolios. Before joining SVG, he held portfolio management positions at Sovereign Asset…
John Heins – Value Investor Insight, University of Alabama (Moderator) John Heins is the Publisher and Editor-in-Chief of the investment newsletter Value Investor Insight and also the Fitzpatrick Endowed Professor of Value Investing at the University of Alabama. Having started his…
Fernando Bernad Marasse – azValor Asset Managemen Fernando Bernad is a founding partner of azValor AM and is now also a portfolio manager for the Spanish investment boutique. His early career started with internships at Price Waterhouse (Madrid, 1994), BBVA…
Alvaro Guzmán de Lázaro – azValor Asset Managemen Alvaro Guzmán de Lázaro is Chief Investment Officer and Partner of Spanish boutique azValor AM, which he joined from Spain’s Bestinver in 2014. Guzmán, 42, began his career in 1994 as an…
Robert Hagstrom – EquityCompass Strategies (Moderator) Robert Hagstrom is Chief Investment Officer of Equity Compass Investment Management and Senior Portfolio Manager of the Global Leaders Portfolio. He joined Equity Compass in April 2014 and launched the Global Leaders Portfolio in July…
Jonathan Boyar – Boyar Value Group (Moderator) Jonathan Boyar is President of Boyar’s Intrinsic Value Research, an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as…
Welcome to the 34th edition of Value Investor Digest The Berkshire Hathaway Annual Shareholders Meeting will take place tomorrow (click here to set a calendar reminder) and so we have several articles to bring you related to that event, including…
Welcome to the 33rd edition of Value Investor Digest In this edition we feature an FT article titled “Value Investors Brave Brexit Noise in Bargain Hunt”, Buffett’s Berkshire Hathaway Annual Shareholder Letter, an article describing how London Value Investor Conference…
Welcome to the 32nd edition of Value Investor Digest In this edition we feature a Hosking Partners report on The Death of the Brand, a letter that Warren Buffett sent to the Management of See’s Candies in 1972; a 1975…
© Value Invest 2021
