Rank #1: Matthew Haynes on Pedigree vs PhD (Poor, hungry, and Driven)
Matthew is the chief investment officer and portfolio manager at 1949 Value Advisors, a traditional value-driven global equity investment management company serving accredited investors including family offices and select institutions. Matthew purchased a first edition copy of The Intelligent Investor nearly 25 years ago for the grand price of $1 in an antique shop in New Hope, PA. It has served as his investing bible ever since. 1949 Value Advisors seeks to provide investment solutions for conservative long-term investors who share the firm’s core principles in the face of an increasingly short-term and emotion-driven capital market environment. Matthew and his team are bottom-up, fundamental research-driven value investors, seeking to outperform the MSCI World Index with less absolute risk through the careful selection of high conviction stock ideas from around the world.
Jun 01 2017
Rank #2: David Barr on Value Investing and the Business of Investing
May 29 2018
Rank #3: Bogumil Baranowski on Outsmarting the Crowd
Apr 15 2018
Rank #4: Mark Walker on Making Better Decisions
Mark developed a passion for long-term value investing independently while working in equity research on the sell side. He left to find a working environment more conducive to sound investment practice, one in which competitive edge is behavioral, characterized by inaction, fostering independent thought, intellectual humility, and patience. Today he works for a small fund in London as a global equity research analyst. Mark also personally manages family capital in separate accounts.
Jun 01 2017
Rank #5: Mike Lee: What My Toddlers Have Taught Me About Investing
Mike founded Hypotenuse in March 2013. Previously, he was a partner at Royal Capital Management, a multi-billion dollar investment manager based in New York. Prior to Royal, Mike was a private equity associate at Parthenon in Boston and an investment banking analyst at Bear Stearns in New York.
Jun 01 2017
Rank #6: Dustin Johnson on Value Investing in the Resources Sector
Dustin rejoined Pala in 2016 as a manager focusing on equity investments within the liquid investment strategy. From 2012 to 2014, Dustin was an associate within the Pala investment team, where he participated in a number of transactions and investments. Specifically, he played a significant role in the advancement of Sierra Rutile (AIM: SRX), including the development of the Lanti Dry mining project and a variety of corporate strategy initiatives. Prior to rejoining Pala, Dustin was a Private Equity Manager at the Brazilian investment bank, BTG Pactual, where he monitored and managed the bank’s JV investment in Petrobras Oil & Gas B.V. Dustin also has over 4 years of investment banking experience with BMO Capital Markets, where he advised on various M&A transactions and capital raising processes both in the mining and energy sectors. Dustin holds an MBA from INSEAD, a B.Comm (with distinction) from the University of Saskatchewan and he is a CFA charterholder.
Jun 01 2017
Rank #7: Massimo Fuggetta on Setting Up a Fund in Europe
Massimo started his career in 1988 with JP Morgan Investment Management in London, where he was an equity portfolio manager and then the head of global balanced portfolios. In 1999 he moved to Milan, where he was CIO and then CEO of Sanpaolo IMI Asset Management. In 2004 he founded Horatius, an asset management company which he ran until 2011. In 2012 he moved back to London, where in 2014 he founded Bayes Investments, which since May 2016 has been the investment advisor to the Made in Italy Fund, a Luxembourg mutual fund dedicated to Italian small caps. Massimo graduated in Economics at LUISS in Rome, has a D.Phil. and an M.Phil. in Economics from the University of Oxford and has taught Behavioural Finance at Bocconi University in Milan. He is a member of the CFA Institute and has served on the Editorial Board of the Financial Analysts Journal. In 2012 he started the popular Bayes blog, where he writes, among other things, about investing and probabilities.
Jun 03 2017
Rank #8: Johan Bynelius on His Favorite Warren Buffett Quotation
Johan has been an entrepreneur since young age. He started his first “toll bridge” when he was four years old as gate opener for cars passing the cow meadow. In his young years and teenage years he entered into ventures ranging from animal breeding, party and travel arranger, wrecked cars speculator, all the way to running a toilet advertising company. In his professional life he was one of five owners of Accept, a Swedish Management Consulting company, worked as an intrepreneur inside Öhman Fondkommission and EFG Investment Bank, running his own company with separate accounting inside the structure of the banks. In 2011 he founded Fair Investments, the only asset manager in Sweden with a strict performance-based fee model.
Jun 01 2017
Rank #9: Adam Schwartz on the Qualities Needed to Build a Lasting Investment Firm
May 29 2018
Rank #10: Brian Stout on Math, Deliberate Practice, and Value Investing
Brian is joining Minerva Schools from the U.S. Naval Academy. He earned his Ph.D. and M.A. in Mathematics from the City University of New York (CUNY) Graduate Center in 2013 and 2011, respectively. After finishing his Ph.D., he joined the U.S. Naval Academy as an Assistant Professor from 2013 to 2016. Professor Stout researches in arithmetic dynamics, a confluence of number theory and discrete dynamical systems, where he has had several publications in journals such as Journal of Number Theory and Acta Arithmetica. Professor Stout has taught a broad array of Mathematics and Statistics courses at CUNY and the U.S. Naval Academy. He has also supervised several undergraduate research projects in number theory and dynamics. Professor Stout views mathematics as a quantitative framework that assists in problem solving in wide contexts.
May 26 2017