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Value Investing Podcast

Markets and Investing >

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New York, NY




38: Eric DeLamarter of Half Moon Capital

Eric DeLamarter founded Half Moon Capital in 2011. Prior to founding Half Moon Capital, Mr. DeLamarter was a research analyst at Stelliam Investment Management, a value-oriented hedge fund, where he focused on identifying and evaluating investment opportunities across various sectors. Prior to Stelliam, from 2006 to 2008, Mr. DeLamarter was an associate at Lineage Capital, LLC, a middle-market private equity fund, where his responsibilities included evaluating and structuring leveraged...

Duration: 00:56:53

37: Christopher Swasbrook of Elevation Capital

Elevation Capital Management Limited was established in October 2006 and today manages over NZ$ 125 million globally on behalf of both institutional and retail investors.

Duration: 01:02:40

36: Caglar Somek of Caravel Management

Caglar Somek has twelve years of equity research experience in Asian and global financials, commodities and industrials sectors. Prior to joining Caravel, Mr. Somek was Vice President, Senior Investment Research Analyst for Goldman Sachs Asset Management International (2007-2008), Salomon Brothers Asset Management (2005-2007) and Credit Suisse First Boston (2000-2005). He was a Senior Corporate Finance Analyst at Stern Stewart & Co. (1999-2000). Caglar is fluent in Turkish and French, is a...

Duration: 01:02:42

35: Rahul Saraogi of Atyant Capital Advisors

Rahul Saraogi leads Atyant Capital Advisors, advisor to the Atyant Capital India Fund. In the last 14 years he has focused on the Indian markets. His mission is to consistently identify the best 10-15 investment ideas from among the thousands of publicly-traded Indian corporations. Rahul’s value-based investment philosophy stands apart due to his belief in the paramount importance of corporate governance, specifically how management operates with its minority shareholders in mind. Prior to...

Duration: 00:21:11

34: Adrian Saville of Cannon Asset Managers

Adrian Saville has been involved in the investment management industry since 1994, when he formed an investment vehicle which later led him to establish BayHill Capital Advisors (in 1998), the forerunner to Cannon Asset Managers. Adrian is an executive director and Chief Investment Officer of Cannon Asset Managers. He has experience in managing all of the major asset classes, including equities, bonds, property, cash and derivative instruments. Adrian's qualifications include a Bachelor of...

Duration: 00:56:59

33: David Mraz of Mraz, Amerine & Associates

In 1968, after earning an MBA at Santa Clara University, David Mraz was commissioned as a Second Lieutenant in the U.S. Army and assigned to military intelligence. For three years while America was at war, David designed and implemented intelligence-gathering computer systems at the National Security Agency in Fort Meade, Maryland. After his discharge in 1972 as a Captain, David applied the same analytical ability and attention to detail to a career in finance. He started as a field examiner...

Duration: 00:23:14

32: Larry Sarbit of Sarbit Advisory Services

As Chief Investment Officer for Sarbit Advisory Service, Larry Sarbit is a Canadian Financial Services veteran. In his new partnership as Sub Advisor to IA Clarington, Larry will maintain management over the Sarbit Us Equity Trust under the same discipline he is known for within his investment style. Starting his career in 1979 with Richardson Securities as an analyst, Larry began his long study of the US market.

Duration: 01:21:51

31: Yusuf Samad of Belfield Capital

Yusuf Samad is a professional trustee and conducts professional skills training in investments and credit. He is also a guest lecturer on the Topics in Asset Management course at the London Business School. Till February 2011, Yusuf was an Investment Principal at Aon Consulting advising UK pension fund clients on investment governance, strategy, implementation, manager selection and monitoring. Yusuf coordinated the research into asset classes and strategies and a weekly discussion on...

Duration: 01:01:08

30: Stephen Roseman of Thesis Fund Management

Stephen Roseman, CFA is Chief Executive Officer and Portfolio Manager of Thesis Fund Management. Prior to launching Thesis Fund Management, Stephen founded Thesis Capital, a long short equity hedge fund, in 2005. While at Thesis Capital, Stephen was often successful in identifying undervalued companies and frequently took an activist role in companies he believed would benefit from a change in strategy. In 2007, Institutional Investor News named Stephen one of its “Rising Stars” in hedge...

Duration: 00:18:27

29: Francisco García Paramés and Álvaro Guzmán de Lázaro Mateos of Bestinver

Francisco García Paramés was born in 1963. After obtaining his MBA at IESE (in 1989), he joined Bestinver, where after 2 years as an analyst of Spanish stocks, he began to manage portfolios and funds. His career as an investment manager can be summarized quickly given the yield obtained by his Spanish equity funds: 17.9% per annum in the period January 1993 - June 2009, equivalent to an accumulated increase of 1.538%, compared to 464% obtained by the reference index (IGBM, Madrid Stock...

Duration: 00:26:50

28: Ryan Morris of Meson Capital Partners

Ryan J. Morris is the Managing Member of Meson Capital Partners LLC (“Meson LLC”), a San Francisco-based investment partnership, which he founded in February 2009. Mr. Morris is currently Executive Chairman of the Board of InfuSystem Holdings, Inc., (NYSE-MKT: INFU). Mr. Morris was recently elected Chairman of the board of Lucas Energy, Inc. (NYSE-MKT: LEI). In 2011, Mr. Morris served as a member of the equity committee responsible for maximizing value to the stockholders of HearUSA, Inc....

Duration: 00:21:55

27: John Mihaljevic on Henry Singleton

John Mihaljevic, CFA is a Managing Director of ValueConferences and a Managing Editor of The Manual of Ideas. He has also served as Managing Partner of investment firm Mihaljevic Capital Management LLC since 2005. He is a member of Value Investors Club, an exclusive community of top money managers, and has won the Club’s prize for best investment idea. John is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research...

Duration: 00:28:25

26: Shawn Kravetz of Esplanade Capital

Esplanade Capital has been managed by Shawn Kravetz since its inception. Prior to founding Esplanade Capital, Mr. Kravetz was a Principal at the Parthenon Group, a leading strategy consulting firm. Prior to that, Mr. Kravetz was Director of Strategic Planning and Corporate Development for CML Group, a New York Stock Exchange company. Mr. Kravetz holds an MBA with High Distinction from Harvard Business School, where he received the following honors: Baker Scholar; The Thomas M. and Edna E....

Duration: 01:03:31

25: Nick Kirrage and Kevin Murphy of Schroders

Nick Kirrage has been at Schroders over 10 years, initially working as part of the Pan European research team proving insight and analysis on a broad range of sectors from Transport and Aerospace to Mining and Chemicals. In 2006, Kevin Murphy and Nick Kirrage took over management of the Schroder Recovery Fund, a UK product with a 40 year track record of identifying and exploiting deeply out of favor investment opportunities. In 2010, Kevin and Nick also took over management of the Schroder...

Duration: 01:01:47

24: Vitaliy Katsenelson of Investment Management Associates

Vitaliy Katsenelson is Chief Investment Officer at Investment Management Associates, he is an author of The Little Book of Sideways Markets (John Wiley & Sons, 2010 and Active Value Investing Making Money in Range-Bound Markets (John Wiley & Sons, 2007).

Duration: 01:00:24

23: Asif Jeevanjee of J.P. Morgan Asset Management

Asif Jeevanjee is executive director and senior analyst in the international equity research department at J.P. Morgan Asset Management where he has worked for 14 years specialising in the transportation, service and leisure sectors across Europe. His value investing approach has delivered compound annual returns of 21% over 10 years in a long only European portfolio focused on these sectors. Additionally, he is three-time winner of the prestigious Extel award for leading European buyside...

Duration: 00:59:12

22: Ori Eyal of Emerging Value Capital Management

Ori Eyal is Founder and Portfolio Manager of Emerging Value Capital Management, a long-short global value fund. The firm’s in-depth research explores the merits of each investment in the context of a global market. Ori worked at Deutsche Bank Asset Management, Deephaven Capital Management and Aquamarine Fund. He holds an MBA from the University of Chicago Booth School of Business and an MSc. in Computer Science from the Open University of Israel. Ori has experience investing in both...

Duration: 01:01:22

21: David Coyne of Setanta Asset Management

David Coyne joined Setanta in 2006 and has 15 years investment experience. He began his career with AIB Investment Managers as a trainee fund manager, against the backdrop of the ‘TMT’ bubble in the late-90s. This experience continues to serve him as a lasting reminder of why it never pays to invest with the crowd or to pay premium prices for hype – key tenets of value investing. He has managed the Global Financials sector fund since joining the firm. In addition, David co-manages the...

Duration: 00:27:02

20: Philip Best and Marc Saint John Webb of Argos Managers

Philip Best joined Argos in January 2003 and The Argonaut Fund was launched later that year. He is also a non-Executive Director of UK publicly listed investment fund Jupiter European Opportunities Trust, an investment company with assets of over £330m. Marc Saint John Webb has 20 years’ experience of investing in European equities, starting out as a stockbroker for Warburg Securities in Paris in 1987. He subsequently worked as a research analyst for Schelcher Prince before moving on to...

Duration: 00:20:29

19: François Badelon of Amiral Gestion

François Badelon has over 25 years of investment experience. He started his financial career in 1986 with Meeschaert-Rouselle, a Paris brokerage firm, and moved on to Exane where he spent a good 10 years. In 2002 he founded Paris based investment boutique Amiral Gestion, where he manages the Sextant PEA fund alongside the other partners, and also the Sextant Grand Large, Sextant Autour du Monde and Sextant INC funds. Badelon describes himself as a value manager and says the investor whose...

Duration: 01:05:05

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